HDFC Hybrid Equity Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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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 HDFC Hybrid Equity Fund - Growth Plan
Fund Kotak Equity Hybrid - Growth HDFC Hybrid Equity Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6509 Cr ₹24098 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Nov 1999 01 Apr 2005
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 38.8% 15.22%
Expense Ratio 1.77 1.68
Manager Harsha Upadhyaya Dhruv Muchhal
ISIN Code INF174K01E92 INF179K01AS4
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 15% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth HDFC Hybrid Equity Fund - Growth Plan
1 Month -3.99% -3.23%
6 Month 8.84% 4.86%
1 Year 26.39% 18.32%
3 Year 13.86% 11.77%
5 Year 17.79% 15.53%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth HDFC Hybrid Equity Fund - Growth Plan
6 Month - -
1 Year 22.94% 13.61%
3 Year 20.62% 15.81%
5 Year 20.36% 17.24%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth HDFC Hybrid Equity Fund - Growth Plan
1 Year 11.72% 10.55%
3 Year 12.54% 11.64%
5 Year 12.51% 11.39%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation 8.13% 8.51%
Sharp 1.25% 0.99%
Beta 0.9% 0.92%
Alpha 5.28% 2.76%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth HDFC Hybrid Equity Fund - Growth Plan
Name Harsha Upadhyaya Dhruv Muchhal
Total AUM ₹139411 Cr ₹520687 Cr
Fund Manage 11 40
Kotak Equity Hybrid - Growth HDFC Hybrid Equity Fund - Growth Plan

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

HDFC Hybrid Equity Fund - Growth Plan

Others 26.45 30.41
Large Cap 40.68 48.6
Small Cap 10.92 16.93
Mid Cap 21.53 4.06

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

HDFC Hybrid Equity Fund - Growth Plan

Others 26.45 30.41
Petroleum Products 2.17 6.38
IT - Software 12.64 5.46
Capital Markets 0.87 -
Personal Products 1.98 1.97
Construction 3.36 8.25
Finance 5.82 0.57
Diversified FMCG 0.69 3.91
Banks 6.76 22.06
Pharmaceuticals & Biotechnology 4.51 3
Healthcare Services 1.91 1.84
Cement & Cement Products 2.12 -
Realty 1.58 0.75
Automobiles 1.02 0.26
Industrial Products 3.18 2.07
Gas 1.07 -
Electrical Equipment 1.17 -
Fertilizers & Agrochemicals 0.59 0.37
Consumer Durables 2.79 0.07
Transport Services 0.77 0.29
Aerospace & Defense 0.66 -
Oil 0.96 -
Chemicals & Petrochemicals 3.45 -
Auto Components 4.1 1.23
Telecom - Services 3.26 4.14
Power 2.74 1.63
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.16 -
Beverages 1.43 1.55
Media - 0.09
Industrial Manufacturing - 0.68
Textiles & Apparels - 0.69
Commercial Services & Supplies - 1.21
Leisure Services - 1.12

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