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	3.63%	2.19%
6 Month	-2.53%	4.68%
1 Year	6.36%	11.39%
3 Year	18.05%	16.74%
5 Year	21.68%	18.11%

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	7.06%	7.76%
1 Year	6.53%	15.06%
3 Year	15.69%	16.31%
5 Year	15.92%	14.74%

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	11.72%	13.74%
3 Year	13.31%	12.21%
5 Year	12.91%	13.41%

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	10.787%	8.66%
Sharp	0.49%	0.88%
Beta	1.055%	0.99%
Alpha	0.867%	1.12%

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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	29.98
Large Cap	39.15	48.28
Small Cap	8.75	2.56
Mid Cap	21.7	19.46

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	29.46	28.09
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	-	2.66
Industrial Products	-	1.52
IT - Software	-	5.24
Construction	-	2.26
Retailing	-	2.77
Healthcare Services	-	1.17
Non - Ferrous Metals	-	2.11
Banks	-	16.65
Realty	-	0.74
Cement & Cement Products	-	3.09
Transport Infrastructure	-	2.55
Telecom - Services	-	5.22
Consumer Durables	-	0.14
Transport Services	-	3.18
Automobiles	-	0.6
Personal Products	-	0.83
Beverages	-	1.11
Leisure Services	-	0.7
Finance	-	5.18
Chemicals & Petrochemicals	-	4.45
Pharmaceuticals & Biotechnology	-	3.41
Auto Components	-	3.61
Power	-	1.37
Textiles & Apparels	-	0.79
Insurance	-	0.84