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)	₹8402 Cr	₹537 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%	0.22%
6 Month	3.43%	2.73%
1 Year	1.1%	1.99%
3 Year	14.18%	12.72%
5 Year	16.12%	11.6%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	0.86%	1.93%
1 Year	10.93%	12.45%
3 Year	13.12%	12.16%
5 Year	13.58%	11.46%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	10.83%	10.54%
3 Year	14.35%	10.18%
5 Year	13.21%	9.97%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	10.36%	10.23%
Sharp	0.74%	0.59%
Beta	1.12%	1.13%
Alpha	1.29%	-0.31%

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	21.79	124.73
Large Cap	48.95	43.64
Small Cap	8.48	14.62
Mid Cap	20.78	17.03

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	21.5	124.73
Telecom - Services	3.02	1.89
Petroleum Products	1.91	2.15
IT - Software	8.36	7.38
Capital Markets	1.35	1.46
Retailing	5.1	2.34
Finance	9.97	5.24
Healthcare Services	4.26	3.01
Banks	9.95	15.05
Pharmaceuticals & Biotechnology	2.77	4.14
Realty	1.44	0.74
Automobiles	1.12	3.38
Diversified FMCG	1.08	3.41
Consumer Durables	3.53	-
Electrical Equipment	3.57	2.22
Aerospace & Defense	2.16	1.35
Oil	0.57	-
Construction	1.25	2.69
Chemicals & Petrochemicals	3.32	1.8
Auto Components	1.75	2.67
Industrial Products	1.07	2.69
Cement & Cement Products	3.55	2.16
Personal Products	0.67	-
Fertilizers & Agrochemicals	0.92	-
Power	2.15	0.99
Ferrous Metals	1.12	-
Agricultural, Commercial & Construction Vehicles	0.39	-
Insurance	0.95	-
Beverages	1.2	2.04
Food Products	-	2.53
Leisure Services	-	0.74
Industrial Manufacturing	-	1.49
Entertainment	-	0.16
Financial Technology (Fintech)	-	1.57