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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 ₹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 2.41% 2.33%
6 Month -5.26% -3.38%
1 Year 11.8% 9.69%
3 Year 13.27% 10.05%
5 Year 22.3% 19.06%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month -1.25% 0.27%
1 Year -4.03% -1.84%
3 Year 13.41% 12.49%
5 Year 15.16% 12.85%

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% 0.2%
Beta 1.055% 1.1%
Alpha 0.867% -1.23%

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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 25.08
Large Cap 39.15 56.45
Small Cap 8.75 9.32
Mid Cap 21.7 9.12

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

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

Others 29.46 21.92
Energy 2.5 -
Technology 13.72 -
Financial Services 13.22 -
Consumer Defensive 4.53 -
Industrials 8.26 -
Healthcare 6.91 -
Basic Materials 9.31 -
Real Estate 1.37 -
Utilities 3.39 -
Consumer Cyclical 3.22 -
Communication Services 4.12 -
Petroleum Products - 3.72
Electrical Equipment - 1.59
IT - Software - 7.91
Retailing - 2.43
Construction - 2.97
Diversified FMCG - 1.48
Non - Ferrous Metals - 1.11
Banks - 16.91
Pharmaceuticals & Biotechnology - 4.46
Industrial Manufacturing - 1.13
Healthcare Services - 1.09
Auto Components - 2.71
Cement & Cement Products - 2.11
Realty - 1.26
Consumer Durables - 2.97
Chemicals & Petrochemicals - 1.62
Automobiles - 4.3
Personal Products - 0.77
Finance - 4.42
IT - Services - 0.57
Insurance - 1.23
Transport Infrastructure - 1.59
Agricultural Food & other Products - 0.91
Diversified Metals - 0.42
Power - 1.03
Fertilizers & Agrochemicals - 0.44
Aerospace & Defense - 1.07
Industrial Products - 0.21
Telecom - Services - 3.09
Transport Services - 0.54
Ferrous Metals - 0.24
Leisure Services - 0.42
Beverages - 1.1
Textiles & Apparels - 0.23

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