Axis Equity Hybrid Fund vs Kotak Equity Hybrid compare

Overview

Scheme Name	Kotak Equity Hybrid - Growth	Axis Equity Hybrid Fund - Regular Plan - Growth Option
Fund	Kotak Equity Hybrid - Growth	Axis Equity Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6042 Cr	₹1643 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	25 Nov 1999	05 Aug 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	1.78	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

Scheme Name	Kotak Equity Hybrid - Growth	Axis Equity Hybrid Fund - Regular Plan - Growth Option
1 Month	1.28%	2.11%
6 Month	20.55%	17.53%
1 Year	33.82%	27.66%
3 Year	17.91%	10.59%
5 Year	20.58%	14.68%

Scheme Name	Kotak Equity Hybrid - Growth	Axis Equity Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	14.48%	10.09%
3 Year	31.88%	18.75%
5 Year	63.28%	37.5%

Scheme Name	Kotak Equity Hybrid - Growth	Axis Equity Hybrid Fund - Regular Plan - Growth Option
1 Year	20.19%	13.88%
3 Year	49.37%	30.41%
5 Year	69.91%	42.52%

Scheme Name	Kotak Equity Hybrid - Growth	Axis Equity 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%

Scheme Name	Kotak Equity Hybrid - Growth	Axis Equity 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 Equity Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Kotak Equity Hybrid - Growth	Axis Equity 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

Scheme Name	Kotak Equity Hybrid - Growth	Axis Equity 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