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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) | ₹7808 Cr | ₹3988 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 | -0.84% | -1.29% |
| 6 Month | 6% | 5.28% |
| 1 Year | 5.44% | 5.04% |
| 3 Year | 15.67% | 15.89% |
| 5 Year | 20.1% | 19.26% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 5.95% | 3.72% |
| 1 Year | 7.23% | 4.95% |
| 3 Year | 14.9% | 13.74% |
| 5 Year | 15.2% | 14.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 11.41% | 11.23% |
| 3 Year | 13.62% | 12.93% |
| 5 Year | 13.05% | 13.05% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 10.48% | 9.02% |
| Sharp | 0.87% | 1.31% |
| Beta | 1.08% | 1.04% |
| Alpha | 1.34% | 3.07% |
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 | 27.82 | 29.73 |
| Large Cap | 41.48 | 49.82 |
| Small Cap | 8.35 | 8.64 |
| Mid Cap | 22.35 | 11.8 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 24.38 | 24.14 |
| Energy | 2.57 | 3.97 |
| Technology | 10.82 | 6.6 |
| Financial Services | 15.88 | 25.37 |
| Consumer Cyclical | 7.69 | 7.62 |
| Consumer Defensive | 3.73 | 3.36 |
| Healthcare | 6.85 | 5.06 |
| Real Estate | 1.51 | 3.77 |
| Utilities | 2.3 | 4.2 |
| Basic Materials | 7.73 | 2.73 |
| Industrials | 11.89 | 9.26 |
| Communication Services | 4.66 | 3.91 |
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