LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare

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)	₹8509 Cr	₹534 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

Trailing Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Month	-0.27%	-0.71%
6 Month	0.09%	-0.23%
1 Year	6.02%	7.08%
3 Year	14.6%	13.67%
5 Year	14.43%	10.13%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	-1.13%	-0.34%
1 Year	6.49%	6.7%
3 Year	11.08%	10.12%
5 Year	12.46%	10.51%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	10.54%	10.46%
3 Year	14.39%	10.21%
5 Year	13.26%	9.99%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	8.13%	8.96%
Sharp	0.87%	0.78%
Beta	1.38%	1.13%
Alpha	1.69%	0.87%

Fund Managers

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

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	29.12	32.24
Large Cap	41.03	40.45
Small Cap	5.48	12.74
Mid Cap	24.38	14.57

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	20.92	24.55
Communication Services	3.33	1.91
Energy	2.02	2.29
Technology	9.93	10.81
Financial Services	25.03	20.43
Consumer Cyclical	7.96	10.92
Healthcare	6.58	7.38
Real Estate	1.41	0.68
Consumer Defensive	2.22	6.84
Industrials	11.35	10.34
Basic Materials	8.38	2.92
Utilities	0.88	0.93

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