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)	₹8116 Cr	₹522 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	-0.44%	0.48%
6 Month	8.81%	7.6%
1 Year	3.64%	2.62%
3 Year	15.01%	13.15%
5 Year	17.89%	12.63%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	3.49%	2.86%
1 Year	14.47%	13.06%
3 Year	15.07%	13.16%
5 Year	14.81%	12%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	11.19%	10.71%
3 Year	13.94%	9.69%
5 Year	13.13%	9.7%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	10.32%	8.96%
Sharp	0.82%	0.7%
Beta	1.11%	0.12%
Alpha	1.60%	6.45%

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	28.21	124.39
Large Cap	41.04	42.4
Small Cap	6.95	16.5
Mid Cap	23.8	16.75

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	22.79	124.39
Communication Services	2.85	-
Energy	2.43	-
Technology	8.45	-
Financial Services	21.18	-
Consumer Cyclical	8.46	-
Healthcare	7.06	-
Real Estate	1.37	-
Consumer Defensive	2.91	-
Industrials	11.04	-
Basic Materials	9.21	-
Utilities	2.25	-
Petroleum Products	-	2.44
IT - Software	-	7.2
Food Products	-	2.79
Pharmaceuticals & Biotechnology	-	3.77
Construction	-	2.84
Finance	-	5.16
Electrical Equipment	-	3.43
Diversified FMCG	-	3.46
Banks	-	12.85
Cement & Cement Products	-	2.2
Healthcare Services	-	2.97
Automobiles	-	3.41
Beverages	-	1.97
Power	-	0.98
Aerospace & Defense	-	1.62
Leisure Services	-	0.8
Telecom - Services	-	1.17
Chemicals & Petrochemicals	-	1.95
Industrial Products	-	4.01
Capital Markets	-	1.27
Auto Components	-	2.41
Realty	-	0.66
Industrial Manufacturing	-	1.59
Retailing	-	2.47
Entertainment	-	0.84
Financial Technology (Fintech)	-	1.39