Axis Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk |
Asset Size (Cr) | ₹6606 Cr | ₹1530 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 | 2.16 |
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 | -4.28% | -2.39% |
6 Month | -8.28% | -6.43% |
1 Year | 9.19% | 8.24% |
3 Year | 12.5% | 7.44% |
5 Year | 15.47% | 10.25% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -4.81% | -2.35% |
3 Year | 12.54% | 9.29% |
5 Year | 15.55% | 10.51% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.18% | 13.82% |
3 Year | 13.43% | 11.42% |
5 Year | 12.72% | 12.03% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.765% | 11.01% |
Sharp | 0.713% | 0.161% |
Beta | 0.998% | 1.146% |
Alpha | 1.811% | -4.101% |
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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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