Tata Hybrid Equity Fund vs Kotak Equity Hybrid compare

Tata Hybrid Equity Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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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	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹8509 Cr	₹4179 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	05 Jan 1996
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%	4.76%
Expense Ratio	1.77	1.92
Manager	Harsha Upadhyaya	Murthy Nagarajan
ISIN Code	INF174K01E92	INF277K01303
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	Tata Hybrid Equity 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	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	-4.27%	-3.76%
6 Month	-3.29%	-0.57%
1 Year	3.71%	4.21%
3 Year	13.52%	10.38%
5 Year	13.97%	11.9%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	-3.68%	-1.66%
1 Year	-0.37%	1.84%
3 Year	9.14%	7.28%
5 Year	11.45%	9.5%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	10.54%	12.72%
3 Year	14.39%	14.58%
5 Year	13.26%	15.24%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	8.13%	9.21%
Sharp	0.87%	0.62%
Beta	1.38%	1.16%
Alpha	1.69%	-1.17%

Fund Managers

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Name	Harsha Upadhyaya	Murthy Nagarajan
Total AUM	₹139411 Cr	₹18015 Cr
Funds Managed	11	11
	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	29.12	28.65
Large Cap	41.03	56.22
Small Cap	5.48	9.75
Mid Cap	24.38	5.39

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	20.92	23.48
Communication Services	3.33	5.94
Energy	2.02	5.99
Technology	9.93	6.17
Financial Services	25.03	22.8
Consumer Cyclical	7.96	7.06
Healthcare	6.58	3.2
Real Estate	1.41	0.42
Consumer Defensive	2.22	8.47
Industrials	11.35	7.99
Basic Materials	8.38	7.4
Utilities	0.88	1.07

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