Aditya Birla Sun Life Equity Hybrid 95 Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 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 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 ₹7688 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 2.46% 1.2%
6 Month 5.47% 1.86%
1 Year 22.55% 18.15%
3 Year 15.89% 12.68%
5 Year 18.08% 13.77%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month - -
1 Year 18.57% 10.87%
3 Year 20.2% 15.91%
5 Year 20.17% 15.94%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 11.72% 16.32%
3 Year 12.54% 16.42%
5 Year 12.51% 16.49%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 8.13% 9.21%
Sharp 1.25% 0.55%
Beta 0.9% 1.01%
Alpha 5.28% 1.21%

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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
Fund Manage 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 26.15 21.41
Large Cap 39.58 55.4
Small Cap 10.97 14.47
Mid Cap 22.74 8.86

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 26.15 21.41
Petroleum Products 1.96 3.52
IT - Software 13.69 8.15
Capital Markets 1.06 -
Personal Products 1.81 0.88
Construction 3.33 3.64
Finance 5.7 3.68
Diversified FMCG 0.6 1.61
Banks 6.91 16.22
Pharmaceuticals & Biotechnology 4.48 4.86
Healthcare Services 1.97 1.42
Cement & Cement Products 2.03 2.1
Realty 1.58 1.23
Automobiles 0.91 4.06
Gas 0.91 -
Electrical Equipment 2.09 2.19
Fertilizers & Agrochemicals 0.59 0.48
Industrial Products 3.16 0.44
Consumer Durables 2.57 3.49
Transport Services 0.78 0.5
Aerospace & Defense 0.67 1.36
Oil 0.79 -
Chemicals & Petrochemicals 3.62 1.7
Telecom - Services 3.61 3.04
Auto Components 3.17 2.86
Power 2.57 1.07
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.04 0.86
Beverages 1.32 1.22
Non - Ferrous Metals - 0.89
Industrial Manufacturing - 1.47
Ferrous Metals - 0.29
Retailing - 1.8
IT - Services - 0.74
Transport Infrastructure - 1.59
Agricultural Food & other Products - 0.85
Leisure Services - 0.29
Textiles & Apparels - 0.23

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