SBI Equity Hybrid Fund vs Kotak Equity Hybrid compare

SBI Equity Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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SBI Equity Hybrid Fund - Regular Plan -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	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)	₹8116 Cr	₹79008 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	1.6%	2.78%
6 Month	9.48%	7.29%
1 Year	5.78%	12.42%
3 Year	15.47%	14.15%
5 Year	18.9%	16.93%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	1.51%	0.47%
1 Year	10.56%	10.07%
3 Year	13.6%	13.36%
5 Year	14.02%	12.62%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	11.19%	13.54%
3 Year	13.94%	12.29%
5 Year	13.13%	13.49%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	10.32%	8.81%
Sharp	0.82%	0.81%
Beta	1.11%	0.98%
Alpha	1.60%	1.07%

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	28.21	33.27
Large Cap	41.04	45.66
Small Cap	6.95	2.56
Mid Cap	23.8	18.52

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	22.79	27.14
Communication Services	2.85	3.78
Energy	2.43	2.24
Technology	8.45	3.83
Financial Services	21.18	21.94
Consumer Cyclical	8.46	7.4
Healthcare	7.06	3.65
Real Estate	1.37	1.67
Consumer Defensive	2.91	3.51
Industrials	11.04	9.7
Basic Materials	9.21	9.97
Utilities	2.25	5.16

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