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	3.63%	3.01%
6 Month	-2.53%	-0.36%
1 Year	6.36%	6.57%
3 Year	18.05%	16.17%
5 Year	21.68%	15.43%

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	7.06%	8.24%
1 Year	6.53%	9.14%
3 Year	15.69%	14.8%
5 Year	15.92%	13.01%

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	11.72%	10.88%
3 Year	13.31%	9.52%
5 Year	12.91%	9.64%

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	10.787%	8.96%
Sharp	0.49%	0.76%
Beta	1.055%	1.09%
Alpha	0.867%	0.34%

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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	25.63
Large Cap	39.15	38.66
Small Cap	8.75	22.19
Mid Cap	21.7	13.58

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Others	29.46	25.63
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	-	2.85
IT - Software	-	7.07
Auto Components	-	3.66
Food Products	-	3.33
Pharmaceuticals & Biotechnology	-	4.36
Construction	-	2.38
Finance	-	3.75
Banks	-	14.31
Electrical Equipment	-	4.4
Diversified FMCG	-	0.58
Cement & Cement Products	-	1.79
Consumer Durables	-	1.03
Automobiles	-	2.6
Beverages	-	0.87
Power	-	1
Cigarettes & Tobacco Products	-	1.44
Aerospace & Defense	-	1.69
Capital Markets	-	0.99
Industrial Products	-	4.86
Telecom - Services	-	1.2
Chemicals & Petrochemicals	-	2.6
Healthcare Services	-	2.16
Realty	-	0.62
Industrial Manufacturing	-	1.27
Retailing	-	2.56
Entertainment	-	1.06