LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Hybrid - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Fund | Kotak Equity Hybrid - Growth | LIC MF Equity Hybrid Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6606 Cr | ₹508 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 | 2.48 |
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 Equity Hybrid - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Month | 2.29% | 2.15% |
6 Month | -3.51% | -2.83% |
1 Year | 9.02% | 6.01% |
3 Year | 13.86% | 12% |
5 Year | 21.06% | 14.06% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
6 Month | 0.21% | 1.05% |
1 Year | -2.95% | -2.23% |
3 Year | 13.9% | 12.3% |
5 Year | 15.37% | 11.68% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Year | 12.18% | 11.04% |
3 Year | 13.43% | 9.45% |
5 Year | 12.72% | 9.61% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Standard Deviation | 10.787% | 8.96% |
Sharp | 0.49% | 0.31% |
Beta | 1.055% | 1.08% |
Alpha | 0.867% | 0.06% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Name | Harsha Upadhyaya | Pratik Harish Shroff |
Total AUM | ₹139411 Cr | ₹2586 Cr |
Funds Managed | 11 | 10 |
Kotak Equity Hybrid - Growth | LIC MF Equity Hybrid Fund-Growth |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 30.4 | 30.63 |
Large Cap | 39.15 | 38.6 |
Small Cap | 8.75 | 19.73 |
Mid Cap | 21.7 | 11.04 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 29.46 | 28.04 |
Energy | 2.5 | 3.55 |
Technology | 13.72 | 8.27 |
Financial Services | 13.22 | 15.08 |
Consumer Defensive | 4.53 | 5.77 |
Industrials | 8.26 | 13.81 |
Healthcare | 6.91 | 5.08 |
Basic Materials | 9.31 | 4.15 |
Real Estate | 1.37 | 0.57 |
Utilities | 3.39 | 0.99 |
Consumer Cyclical | 3.22 | 12.53 |
Communication Services | 4.12 | 2.15 |
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