Nippon India Equity Hybrid Fund vs Kotak Equity Hybrid compare

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)	₹8116 Cr	₹3960 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

Trailing Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Month	1.07%	1.31%
6 Month	8.79%	6.38%
1 Year	5.71%	5.23%
3 Year	16.17%	16.09%
5 Year	18.62%	18.69%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
6 Month	3.1%	2.69%
1 Year	13.97%	12.59%
3 Year	15.31%	14.31%
5 Year	15.07%	14.85%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Year	11.19%	11.02%
3 Year	13.94%	13.01%
5 Year	13.13%	13.15%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Standard Deviation	10.34%	9.02%
Sharp	0.83%	1.04%
Beta	1.12%	0.12%
Alpha	1.73%	8.89%

Fund Managers

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

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Others	28.21	32.1
Large Cap	41.04	48.52
Small Cap	6.95	8.13
Mid Cap	23.8	11.25

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Others	22.79	23.22
Communication Services	2.85	3.97
Energy	2.43	3.72
Technology	8.45	7.11
Financial Services	21.18	23.6
Consumer Cyclical	8.46	9.21
Healthcare	7.06	4.91
Real Estate	1.37	3.55
Consumer Defensive	2.91	3.45
Industrials	11.04	9.5
Basic Materials	9.21	3.25
Utilities	2.25	4.51

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