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)	₹8462 Cr	₹538 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹200
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	1.11%	1.21%
6 Month	2.16%	1.94%
1 Year	3.51%	5.16%
3 Year	15.19%	13.76%
5 Year	15.58%	11.3%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	1.66%	2.69%
1 Year	12.44%	13.21%
3 Year	13.06%	12.13%
5 Year	13.54%	11.55%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	10.67%	10.46%
3 Year	14.34%	10.2%
5 Year	13.24%	9.99%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	8.13%	8.96%
Sharp	0.82%	0.68%
Beta	1.37%	1.14%
Alpha	1.76%	0.49%

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	23.45	125
Large Cap	47.72	45.09
Small Cap	8.48	14.32
Mid Cap	20.35	15.59

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	23.16	125
Telecom - Services	3.25	1.87
Petroleum Products	1.93	2.27
IT - Software	8.94	7.69
Capital Markets	1.36	0.85
Retailing	4.76	2.24
Finance	9.87	4.74
Healthcare Services	3.88	2.99
Banks	10.16	15.23
Pharmaceuticals & Biotechnology	3.01	3.97
Realty	1.46	0.71
Automobiles	1.2	3.37
Diversified FMCG	1.03	3.33
Consumer Durables	3.53	1.32
Electrical Equipment	3.98	2.15
Aerospace & Defense	2.07	1.3
Construction	1.13	2.57
Chemicals & Petrochemicals	3.18	1.76
Auto Components	1.7	2.18
Industrial Products	1.03	2.54
Cement & Cement Products	3.37	2.06
Personal Products	0.66	-
Fertilizers & Agrochemicals	0.86	-
Power	0.88	0.95
Ferrous Metals	1.09	-
Agricultural, Commercial & Construction Vehicles	0.36	1.21
Insurance	0.94	-
Beverages	1.21	1.78
Food Products	-	2.55
Leisure Services	-	0.71
Industrial Manufacturing	-	1.23
Financial Technology (Fintech)	-	1.43