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Nippon India Equity Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Aggressive Hybrid Fund - Growth

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tortoise-icon 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) ₹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 -1.32% -
6 Month 3.05% 3.9%
1 Year 0.92% 3.52%
3 Year 14.27% 14.62%
5 Year 15.94% 16.26%

SIP Return Analysis

Scheme Name Kotak Aggressive Hybrid Fund - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth
6 Month 0.3% 1.96%
1 Year 10.78% 12.67%
3 Year 12.88% 13.01%
5 Year 13.41% 13.81%

Rolling Lumpsum Returns

Scheme Name Kotak Aggressive Hybrid Fund - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Year 10.83% 11%
3 Year 14.35% 13.49%
5 Year 13.21% 13.04%

Risk Management

Scheme Name Kotak Aggressive Hybrid Fund - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth
Standard Deviation 8.13% 9.02%
Sharp 0.82% 0.94%
Beta 1.37% 1.05%
Alpha 1.76% 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

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