Nippon India Equity Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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Nippon India Aggressive Hybrid Fund - Regular - 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	Nippon India Aggressive Hybrid Fund - Regular - Growth
Fund	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹7413 Cr	₹3897 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	03 Nov 2014	08 Jun 2005
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%	40%
Expense Ratio	1.77	1.97
Manager	Harsha Upadhyaya	Sushil Budhia
ISIN Code	INF174K01E92	INF204K01FW1
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	Nippon India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Month	3.61%	2.27%
6 Month	3.11%	4.09%
1 Year	7.21%	6.63%
3 Year	18.86%	19.42%
5 Year	21.62%	20.6%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
6 Month	9.6%	7.84%
1 Year	11.58%	10.71%
3 Year	17.42%	16.69%
5 Year	16.88%	16.73%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Year	11.72%	11.44%
3 Year	13.31%	12.76%
5 Year	12.91%	12.98%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Standard Deviation	11.01%	9.02%
Sharp	0.84%	1.04%
Beta	1.08%	1.06%
Alpha	1.00%	2.78%

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Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Name	Harsha Upadhyaya	Sushil Budhia
Total AUM	₹139411 Cr	₹29447 Cr
Funds Managed	11	11
	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Others	30.4	26.86
Large Cap	39.15	54.13
Small Cap	8.75	8.3
Mid Cap	21.7	11.01

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Others	29.46	22.81
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	-
Telecom - Services	-	3.79
Petroleum Products	-	3.21
Electrical Equipment	-	1.03
IT - Software	-	5.76
Construction	-	3.11
Finance	-	2.87
Consumer Durables	-	2.25
Retailing	-	1.61
Diversified FMCG	-	1.8
Banks	-	17.94
Pharmaceuticals & Biotechnology	-	3.43
Cement & Cement Products	-	0.11
Healthcare Services	-	1.89
Aerospace & Defense	-	1.09
Ferrous Metals	-	2.55
Capital Markets	-	1.82
Realty	-	2.38
Transport Infrastructure	-	2.51
Automobiles	-	4.26
Insurance	-	2.19
Industrial Products	-	1.14
Transport Services	-	1.43
Beverages	-	1.89
Power	-	3.72
Leisure Services	-	1.06
Financial Technology (Fintech)	-	0.7
Consumable Fuels	-	0.71
Auto Components	-	0.74
Industrial Manufacturing	-	0.45
Commercial Services & Supplies	-	0.05