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 | -3.68% | -2.19% |
6 Month | -10.72% | -9.04% |
1 Year | 5.86% | 4.1% |
3 Year | 12.75% | 11.08% |
5 Year | 17.56% | 14.59% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -9.13% | -6.98% |
1 Year | -12.88% | -10.17% |
3 Year | 10.27% | 9.56% |
5 Year | 13.76% | 11.48% |
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% | 0.36% |
Beta | 1.055% | 1.07% |
Alpha | 0.867% | 0.06% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 30.39778 | 31.66418 |
Large Cap | 39.14799 | 49.48468 |
Small Cap | 8.75465 | 6.6971 |
Mid Cap | 21.69959 | 12.15403 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.45522 | 31.61258 |
Energy | 2.50217 | 4.24524 |
Technology | 13.72469 | 6.2567 |
Financial Services | 13.2205 | 24.24952 |
Consumer Defensive | 4.52821 | 4.41449 |
Industrials | 8.25894 | 6.82545 |
Healthcare | 6.91049 | 3.68689 |
Basic Materials | 9.30597 | 3.57628 |
Real Estate | 1.36737 | 0.96241 |
Utilities | 3.38962 | 2.25411 |
Consumer Cyclical | 3.22009 | 9.22325 |
Communication Services | 4.11674 | 2.69307 |
Top Comparisons
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns12.53%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
ICICI Prudential Savings Fund - Growth
3Y Returns7.07%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns6.58%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns18.04%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns11.18%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns18.48%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns19.31%