LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare

LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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LIC MF Equity Hybrid Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Fund	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹7853 Cr	₹519 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	03 Nov 2014	31 Mar 1998
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	38.8%	%
Expense Ratio	1.77	2.49
Manager	Harsha Upadhyaya	Pratik Harish Shroff
ISIN Code	INF174K01E92	INF767K01030
Exits Load	Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Month	2.18%	2.19%
6 Month	16.45%	14.48%
1 Year	1.92%	0.51%
3 Year	15.4%	13.53%
5 Year	19.03%	13.64%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	4.53%	3.05%
1 Year	11.86%	10.11%
3 Year	15.25%	13.16%
5 Year	15.07%	11.93%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	11.41%	10.77%
3 Year	13.62%	9.6%
5 Year	13.05%	9.67%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	10.49%	8.96%
Sharp	0.70%	0.61%
Beta	1.11%	0.09%
Alpha	1.84%	5.72%

Fund Managers

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Name	Harsha Upadhyaya	Pratik Harish Shroff
Total AUM	₹139411 Cr	₹2586 Cr
Funds Managed	11	10
	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	31	25.58
Large Cap	38.92	39.95
Small Cap	7.52	18.33
Mid Cap	22.56	16.14

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	26.64	23.99
Communication Services	3	2.04
Energy	2.51	2.45
Technology	9.99	8.86
Financial Services	16.22	20.47
Consumer Cyclical	8.45	9
Consumer Defensive	3.13	8.05
Healthcare	7.16	5.74
Real Estate	1.44	0.7
Industrials	11.11	13.37
Basic Materials	8.08	4.33
Utilities	2.28	0.99

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