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

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Kotak Equity Hybrid - Growth

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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 Risk
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

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	-4.28%	-2.55%
6 Month	-8.28%	-7.1%
1 Year	9.19%	6.49%
3 Year	12.5%	8.47%
5 Year	15.47%	12.81%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	-	-
1 Year	-4.81%	-4.86%
3 Year	12.54%	10.7%
5 Year	15.55%	12.77%

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%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	9.765%	9.21%
Sharp	0.713%	0.38%
Beta	0.998%	1.02%
Alpha	1.811%	0.16%

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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

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

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