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LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
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) | ₹7864 Cr | ₹529 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 | 0.78% | -0.61% |
| 6 Month | 11.75% | 11.03% |
| 1 Year | 3.43% | 1.66% |
| 3 Year | 15.28% | 12.77% |
| 5 Year | 19.66% | 13.79% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| 6 Month | 5.04% | 3.11% |
| 1 Year | 8.22% | 5.78% |
| 3 Year | 14.86% | 12.58% |
| 5 Year | 15.06% | 11.69% |
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 | 10.48% | 8.96% |
| Sharp | 0.87% | 0.76% |
| Beta | 1.10% | 0.09% |
| Alpha | 1.92% | 6.96% |
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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