LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Equity Hybrid - 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 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

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
1 Month	5.66%	7.46%
6 Month	-0.62%	1.89%
1 Year	10.87%	10.49%
3 Year	16.56%	15.18%
5 Year	22.25%	15.58%

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	-0.57%	1%
1 Year	-4.7%	-2.71%
3 Year	12.57%	11.45%
5 Year	14.31%	11.05%

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%

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	10.787%	8.96%
Sharp	0.49%	0.55%
Beta	1.055%	1.07%
Alpha	0.867%	-0.39%

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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

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Others	30.4	24.97
Large Cap	39.15	38.17
Small Cap	8.75	23.16
Mid Cap	21.7	13.7

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Others	29.46	24.97
Energy	2.5	-
Technology	13.72	-
Financial Services	13.22	-
Consumer Defensive	4.53	-
Industrials	8.26	-
Healthcare	6.91	-
Basic Materials	9.31	-
Real Estate	1.37	-
Utilities	3.39	-
Consumer Cyclical	3.22	-
Communication Services	4.12	-
Petroleum Products	-	3.06
IT - Software	-	8.07
Auto Components	-	4.4
Food Products	-	3.47
Pharmaceuticals & Biotechnology	-	3.46
Construction	-	2.05
Finance	-	3.55
Banks	-	12.53
Electrical Equipment	-	4.59
Diversified FMCG	-	0.6
Cement & Cement Products	-	1.13
Chemicals & Petrochemicals	-	2.9
Consumer Durables	-	1.67
Automobiles	-	2.62
Beverages	-	0.96
Power	-	1.03
Cigarettes & Tobacco Products	-	1.51
Aerospace & Defense	-	1.72
Capital Markets	-	0.95
Industrial Products	-	5.16
Telecom - Services	-	1.18
Healthcare Services	-	2.43
Realty	-	0.57
Industrial Manufacturing	-	1.45
Retailing	-	2.87
Entertainment	-	1.1