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)	₹8402 Cr	₹4156 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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	-1.11%	0.84%
6 Month	3.43%	4.24%
1 Year	1.1%	2.23%
3 Year	14.18%	10.69%
5 Year	16.12%	13.87%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	0.86%	2.9%
1 Year	10.93%	11.65%
3 Year	13.12%	10.39%
5 Year	13.58%	11.26%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	10.83%	12.9%
3 Year	14.35%	14.6%
5 Year	13.21%	15.33%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	10.36%	9.69%
Sharp	0.74%	0.44%
Beta	1.12%	1.11%
Alpha	1.29%	-2.03%

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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	21.79	25.43
Large Cap	48.95	52.17
Small Cap	8.48	13.2
Mid Cap	20.78	9.2

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	21.5	25.43
Telecom - Services	3.02	5.87
Petroleum Products	1.91	5.19
IT - Software	8.36	6.06
Capital Markets	1.35	-
Retailing	5.1	1.1
Finance	9.97	1.26
Healthcare Services	4.26	-
Banks	9.95	17.05
Pharmaceuticals & Biotechnology	2.77	4.19
Realty	1.44	0.78
Automobiles	1.12	4.75
Diversified FMCG	1.08	4.13
Consumer Durables	3.53	1.59
Electrical Equipment	3.57	-
Aerospace & Defense	2.16	-
Oil	0.57	-
Construction	1.25	4.78
Chemicals & Petrochemicals	3.32	-
Auto Components	1.75	1.51
Industrial Products	1.07	1.05
Cement & Cement Products	3.55	3.45
Personal Products	0.67	1
Fertilizers & Agrochemicals	0.92	1.92
Power	2.15	1.04
Ferrous Metals	1.12	-
Agricultural, Commercial & Construction Vehicles	0.39	-
Insurance	0.95	0.88
Beverages	1.2	1.92
Agricultural Food & other Products	-	2.54
Gas	-	0.74
Transport Infrastructure	-	1.77