Axis Equity Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Axis 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 Equity Hybrid - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund Kotak Equity Hybrid - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹6509 Cr ₹1643 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Nov 1999 08 May 2018
Category Aggressive Aggressive
Fund Type Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 38.8% 0.0%
Expense Ratio 1.77 2.14
Manager Harsha Upadhyaya R Sivakumar
ISIN Code INF174K01E92 INF846K01E90
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month -2.06% -2.48%
6 Month 14.34% 13.04%
1 Year 30.68% 25.05%
3 Year 14.3% 6.96%
5 Year 18.38% 12.46%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 22.94% 19.34%
3 Year 20.62% 14.72%
5 Year 20.36% 14%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 11.72% 13.5%
3 Year 12.54% 11.65%
5 Year 12.51% 12.05%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.13% 10.51%
Sharp 1.25% 0.47%
Beta 0.9% 1.15%
Alpha 5.28% -2.21%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya R Sivakumar
Total AUM ₹139411 Cr ₹9709 Cr
Fund Manage 11 10
Kotak Equity Hybrid - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 25.22 26.04
Large Cap 42.49 51.78
Small Cap 11.1 11.11
Mid Cap 20.5 11.07

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 25.12 1.05
Petroleum Products 2.44 -
IT - Software 8.07 -
Capital Markets 0.63 -
Personal Products 1.77 -
Construction 3.99 5.13
Finance 6.56 -
Diversified FMCG 1.34 -
Banks 8.58 -
Pharmaceuticals & Biotechnology 4.09 -
Healthcare Services 1.36 -
Cement & Cement Products 1.67 -
Realty 1.8 -
Automobiles 2.53 -
Industrial Products 3.6 -
Gas 1.09 -
Electrical Equipment 0.88 -
Fertilizers & Agrochemicals 0.62 -
Consumer Durables 3.31 -
Transport Services 0.83 -
Aerospace & Defense 0.79 -
Oil 1.56 -
Auto Components 6.39 -
Chemicals & Petrochemicals 2.15 -
Telecom - Services 3.06 -
Power 2.47 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 0.97 1.04
Beverages 1.27 -
Financial - 28.94
Sovereign - 9.3
Materials - 3.06
Energy - 5.84
Technology - 6.62
Consumer Staples - 3.09
Metals & Mining - 0.4
Capital Goods - 0.95
Healthcare - 6.18
Chemicals - 4.79
Automobile - 9.95
Communication - 5.57
Services - 6.64
Consumer Discretionary - 1.06
Textiles - 0.39

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