Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Equity Hybrid Fund vs Kotak Equity Hybrid compare

Link copied to clipboard!

tortoise-icon Kotak Equity Hybrid - Growth

Invest Now

tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
Fund Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6606 Cr ₹71143 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 Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month 5.48% 4.67%
6 Month 1.41% 9.48%
1 Year 11.12% 14.37%
3 Year 17.24% 15.53%
5 Year 23.16% 19.19%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month 4.53% 6.88%
1 Year 4.15% 13.79%
3 Year 15.75% 16.41%
5 Year 16.11% 14.88%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year 12.18% 14%
3 Year 13.43% 12.23%
5 Year 12.72% 13.38%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation 10.787% 8.66%
Sharp 0.49% 0.66%
Beta 1.055% 1%
Alpha 0.867% 0.5%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
Name Harsha Upadhyaya Pradeep Kesavan
Total AUM ₹139411 Cr ₹434274 Cr
Funds Managed 11 43
Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 30.4 30.81
Large Cap 39.15 47.31
Small Cap 8.75 3.05
Mid Cap 21.7 18.83

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 29.46 28.89
Energy 2.5 -
Technology 13.72 -
Financial Services 13.22 -
Consumer Defensive 4.53 -
Industrials 8.26 -
Healthcare 6.91 -
Basic Materials 9.31 -
Real Estate 1.37 -
Utilities 3.39 -
Consumer Cyclical 3.22 -
Communication Services 4.12 -
Petroleum Products - 2.46
Industrial Products - 1.61
IT - Software - 6.11
Construction - 2.41
Retailing - 2.45
Healthcare Services - 1.19
Non - Ferrous Metals - 2.35
Banks - 16.47
Realty - 0.73
Cement & Cement Products - 3.24
Transport Infrastructure - 2.57
Telecom - Services - 4.84
Consumer Durables - 0.14
Transport Services - 3.07
Personal Products - 0.81
Beverages - 1.07
Leisure Services - 0.74
Finance - 5.61
Chemicals & Petrochemicals - 3.87
Pharmaceuticals & Biotechnology - 3.42
Power - 1.38
Textiles & Apparels - 0.75
Insurance - 0.82
Auto Components - 3

Top Comparisons

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns21.61%

VS

DSP Multicap Fund - Regular (G) DSP Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns22.2%

VS

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns23.39%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns20.49%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns13.79%

Compare Now

Edelweiss Focused Fund - Regular Plan - Growth Edelweiss Focused Fund - Regular Plan - Growth

3Y Returns0%

VS

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

3Y Returns21.75%

Compare Now
Add to Cart Successfully