SBI Equity Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Equity Hybrid - 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 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

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%

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%

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%

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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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

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

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