SBI Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
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% |
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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 |
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