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)	₹7413 Cr	₹530 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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Month	2.99%	1.98%
6 Month	1.81%	3.23%
1 Year	5.33%	4.46%
3 Year	18.57%	16.49%
5 Year	21.1%	15.07%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	9.09%	9.22%
1 Year	11.76%	12.41%
3 Year	16.84%	15.23%
5 Year	16.49%	13.28%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	11.72%	10.88%
3 Year	13.31%	9.52%
5 Year	12.91%	9.64%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	10.76%	8.96%
Sharp	1.06%	0.76%
Beta	1.08%	1.09%
Alpha	1.34%	0.34%

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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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	26.18	25.48
Large Cap	44.02	39.48
Small Cap	8.32	18.7
Mid Cap	21.48	16.32

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	24.88	25.48
Energy	2.6	-
Technology	10.62	-
Financial Services	16.18	-
Consumer Cyclical	7.42	-
Consumer Defensive	4.04	-
Healthcare	6.95	-
Real Estate	1.43	-
Utilities	2.62	-
Basic Materials	7.9	-
Industrials	10.83	-
Communication Services	4.53	-
Petroleum Products	-	2.5
IT - Software	-	8.04
Food Products	-	2.99
Construction	-	2.71
Finance	-	4.76
Banks	-	14.46
Electrical Equipment	-	3.4
Diversified FMCG	-	1.7
Cement & Cement Products	-	2.43
Healthcare Services	-	2.08
Pharmaceuticals & Biotechnology	-	3.12
Automobiles	-	2.35
Beverages	-	1.01
Power	-	0.97
Cigarettes & Tobacco Products	-	1.18
Aerospace & Defense	-	1.81
Capital Markets	-	1.09
Industrial Products	-	5.44
Telecom - Services	-	1.14
Chemicals & Petrochemicals	-	2.35
Auto Components	-	2.92
Realty	-	0.63
Industrial Manufacturing	-	1.71
Retailing	-	2.66
Entertainment	-	1.05