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 Very High
Asset Size (Cr) ₹6606 Cr ₹1619 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 03 Nov 2014 09 Aug 2018
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% 0.0%
Expense Ratio 1.77 2.12
Manager Harsha Upadhyaya R Sivakumar
ISIN Code INF174K01E92 INF846K01E90
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 Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month 4.61% 3.63%
6 Month 7.68% 7.53%
1 Year 25.12% 19.03%
3 Year 16.17% 8.55%
5 Year 18.73% 12.78%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 25.02% 19.67%
3 Year 22.19% 15.71%
5 Year 21.16% 14.43%

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 26.15 23.52
Large Cap 39.58 54.27
Small Cap 10.97 13.57
Mid Cap 22.74 8.69

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 26.15 23.52
Petroleum Products 1.96 3.48
IT - Software 13.69 7.07
Capital Markets 1.06 -
Personal Products 1.81 0.42
Construction 3.33 3.55
Finance 5.7 7.17
Diversified FMCG 0.6 0.34
Banks 6.91 14.89
Pharmaceuticals & Biotechnology 4.48 6.46
Healthcare Services 1.97 1.43
Cement & Cement Products 2.03 0.13
Realty 1.58 2.31
Automobiles 0.91 3.8
Gas 0.91 -
Electrical Equipment 2.09 1.79
Fertilizers & Agrochemicals 0.59 3.54
Industrial Products 3.16 0.04
Consumer Durables 2.57 -
Transport Services 0.78 -
Aerospace & Defense 0.67 0.47
Oil 0.79 0.66
Chemicals & Petrochemicals 3.62 1.15
Telecom - Services 3.61 3.05
Auto Components 3.17 2.45
Power 2.57 2.16
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.04 1.7
Beverages 1.32 0.19
Non - Ferrous Metals - 0.39
Retailing - 4.49
Food Products - 0.16
Household Products - 1.16
Consumable Fuels - 1.01
Industrial Manufacturing - 0.98
Commercial Services & Supplies - 0.09

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