Canara Robeco Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6606 Cr | ₹10444 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Nov 2014 | 20 Mar 1998 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 38.8% | 23% |
Expense Ratio | 1.77 | 1.73 |
Manager | Harsha Upadhyaya | Avnish Jain |
ISIN Code | INF174K01E92 | INF760K01050 |
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 | Canara Robeco Equity Hybrid Fund - Regular Plan - 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 | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.42% | 5.56% |
6 Month | -6.84% | -3.95% |
1 Year | 10.56% | 9.56% |
3 Year | 12.56% | 11.79% |
5 Year | 21.47% | 17.64% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -4.34% | -2% |
1 Year | -9.45% | -5.07% |
3 Year | 11.24% | 11.04% |
5 Year | 13.84% | 12.02% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.18% | 12.23% |
3 Year | 13.43% | 14.28% |
5 Year | 12.72% | 14.95% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.787% | 9.11% |
Sharp | 0.49% | 0.39% |
Beta | 1.055% | 1.09% |
Alpha | 0.867% | 0.74% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Avnish Jain |
Total AUM | ₹139411 Cr | ₹15907 Cr |
Funds Managed | 11 | 11 |
Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.4 | 30.52 |
Large Cap | 39.15 | 50.42 |
Small Cap | 8.75 | 6.89 |
Mid Cap | 21.7 | 12.17 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.46 | 30.47 |
Energy | 2.5 | 4.82 |
Technology | 13.72 | 5.58 |
Financial Services | 13.22 | 24.25 |
Consumer Defensive | 4.53 | 4.73 |
Industrials | 8.26 | 6.98 |
Healthcare | 6.91 | 4.33 |
Basic Materials | 9.31 | 3.63 |
Real Estate | 1.37 | 0.98 |
Utilities | 3.39 | 2.35 |
Consumer Cyclical | 3.22 | 9.13 |
Communication Services | 4.12 | 2.75 |
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