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LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
1 Month 2.29% 2.15%
6 Month -3.51% -2.83%
1 Year 9.02% 6.01%
3 Year 13.86% 12%
5 Year 21.06% 14.06%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
6 Month 0.21% 1.05%
1 Year -2.95% -2.23%
3 Year 13.9% 12.3%
5 Year 15.37% 11.68%

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% 0.31%
Beta 1.055% 1.08%
Alpha 0.867% 0.06%

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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 30.63
Large Cap 39.15 38.6
Small Cap 8.75 19.73
Mid Cap 21.7 11.04

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

LIC MF Equity Hybrid Fund-Growth

Others 29.46 28.04
Energy 2.5 3.55
Technology 13.72 8.27
Financial Services 13.22 15.08
Consumer Defensive 4.53 5.77
Industrials 8.26 13.81
Healthcare 6.91 5.08
Basic Materials 9.31 4.15
Real Estate 1.37 0.57
Utilities 3.39 0.99
Consumer Cyclical 3.22 12.53
Communication Services 4.12 2.15

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