- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Nippon India Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
Nippon India Aggressive Hybrid Fund - Regular - Growth
Chart Comparison
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) | ₹8402 Cr | ₹4081 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 | -1.02% | 0.63% |
| 6 Month | 5.19% | 4.46% |
| 1 Year | 7.37% | 8.58% |
| 3 Year | 15.01% | 15.15% |
| 5 Year | 17% | 17.34% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.55% | 2.38% |
| 1 Year | 12.12% | 12.45% |
| 3 Year | 14.07% | 13.64% |
| 5 Year | 14.19% | 14.25% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 10.91% | 11.14% |
| 3 Year | 14.26% | 13.44% |
| 5 Year | 13.19% | 13.02% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 10.32% | 9.02% |
| Sharp | 0.82% | 1% |
| Beta | 1.11% | 1.04% |
| Alpha | 1.60% | 2.54% |
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 | 28.5 | 32.62 |
| Large Cap | 41.18 | 48.56 |
| Small Cap | 6.8 | 8.09 |
| Mid Cap | 23.52 | 10.72 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 21.5 | 23.84 |
| Communication Services | 3.03 | 4.2 |
| Energy | 2.48 | 3.79 |
| Technology | 9.43 | 7.06 |
| Financial Services | 22.23 | 23.41 |
| Consumer Cyclical | 7.97 | 9.08 |
| Healthcare | 7.03 | 4.72 |
| Real Estate | 1.44 | 3.46 |
| Consumer Defensive | 2.95 | 3.87 |
| Industrials | 11.04 | 9.23 |
| Basic Materials | 8.75 | 3.25 |
| Utilities | 2.15 | 4.08 |
Top Comparisons
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.49%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.58%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns27.27%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns16.58%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns16.49%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.86%
Mirae Asset Liquid Fund - Growth
3Y Returns6.97%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.99%
