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Aditya Birla Sun Life Equity Hybrid 95 Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Hybrid - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Equity Hybrid - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6606 Cr | ₹7313 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Nov 2014 | 10 Feb 1995 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 38.8% | 85% |
| Expense Ratio | 1.77 | 1.85 |
| Manager | Harsha Upadhyaya | Dhaval Joshi |
| ISIN Code | INF174K01E92 | INF209K01BT5 |
| 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 | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Hybrid - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 6.2% | 5.34% |
| 6 Month | -9.79% | -8.82% |
| 1 Year | 10.01% | 7.88% |
| 3 Year | 13.3% | 9.56% |
| 5 Year | 22.99% | 19.76% |
SIP Return Analysis
| Scheme Name | Kotak Equity Hybrid - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | -4.98% | -2.87% |
| 1 Year | -6.46% | -4.47% |
| 3 Year | 13.04% | 11.91% |
| 5 Year | 15.24% | 12.81% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Hybrid - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.18% | 16.33% |
| 3 Year | 13.43% | 16.28% |
| 5 Year | 12.72% | 16.39% |
Risk Management
| Scheme Name | Kotak Equity Hybrid - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 10.787% | 9.21% |
| Sharp | 0.49% | 0.18% |
| Beta | 1.055% | 1.09% |
| Alpha | 0.867% | -1.7% |
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Fund Managers
| Scheme Name | Kotak Equity Hybrid - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Dhaval Joshi |
| Total AUM | ₹139411 Cr | ₹361932 Cr |
| Funds Managed | 11 | 55 |
| Kotak Equity Hybrid - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Equity Hybrid - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 30.4 | 24.76 |
| Large Cap | 39.15 | 55.81 |
| Small Cap | 8.75 | 9.98 |
| Mid Cap | 21.7 | 9.45 |
Sector Allocation
| Scheme Name |
Kotak Equity Hybrid - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 29.46 | 21.36 |
| Energy | 2.5 | 3.68 |
| Technology | 13.72 | 9.08 |
| Financial Services | 13.22 | 21.43 |
| Consumer Defensive | 4.53 | 5.23 |
| Industrials | 8.26 | 10.92 |
| Healthcare | 6.91 | 5.68 |
| Basic Materials | 9.31 | 5.14 |
| Real Estate | 1.37 | 1.21 |
| Utilities | 3.39 | 1 |
| Consumer Cyclical | 3.22 | 12.16 |
| Communication Services | 4.12 | 3.1 |
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