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 | 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% |
SIP Return Analysis
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% |
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% | 0.55% |
Beta | 1.055% | 1.07% |
Alpha | 0.867% | -0.39% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 24.97 |
Large Cap | 39.15 | 38.17 |
Small Cap | 8.75 | 23.16 |
Mid Cap | 21.7 | 13.7 |
Sector Allocation
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 |
Top Comparisons
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns16.03%
PGIM India Hybrid Equity Fund - Growth Option
3Y Returns15.7%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns14.35%
Tata Silver ETF Fund of Fund - Regular (G)
3Y Returns0%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.85%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.85%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns14.14%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns14.16%