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SBI Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7853 Cr | ₹77256 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Nov 2014 | 20 Jan 2005 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 38.8% | 10% |
| Expense Ratio | 1.77 | 1.4 |
| Manager | Harsha Upadhyaya | Pradeep Kesavan |
| ISIN Code | INF174K01E92 | INF200K01107 |
| 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 | SBI Equity Hybrid Fund - Regular Plan - 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 | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 1.54% | 1.26% |
| 6 Month | 15.72% | 12.32% |
| 1 Year | 1.36% | 5.91% |
| 3 Year | 14.6% | 13.01% |
| 5 Year | 19.03% | 16.33% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 4.53% | 2.65% |
| 1 Year | 11.86% | 13.64% |
| 3 Year | 15.25% | 14.93% |
| 5 Year | 15.07% | 13.59% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 11.41% | 13.63% |
| 3 Year | 13.62% | 12.25% |
| 5 Year | 13.05% | 13.46% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 10.49% | 8.66% |
| Sharp | 0.70% | 0.78% |
| Beta | 1.11% | 0.07% |
| Alpha | 1.84% | 6.39% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Pradeep Kesavan |
| Total AUM | ₹139411 Cr | ₹434274 Cr |
| Funds Managed | 11 | 43 |
| Kotak Aggressive Hybrid Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Others | 31 | 29.78 |
| Large Cap | 38.92 | 47.71 |
| Small Cap | 7.52 | 2.6 |
| Mid Cap | 22.56 | 19.91 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Others | 26.64 | 25.25 |
| Communication Services | 3 | 4.98 |
| Energy | 2.51 | 2.32 |
| Technology | 9.99 | 4.47 |
| Financial Services | 16.22 | 24.53 |
| Consumer Cyclical | 8.45 | 7.63 |
| Consumer Defensive | 3.13 | 3.54 |
| Healthcare | 7.16 | 4.26 |
| Real Estate | 1.44 | 1.67 |
| Industrials | 11.11 | 9.9 |
| Basic Materials | 8.08 | 10.23 |
| Utilities | 2.28 | 1.23 |
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