HDFC Hybrid Equity Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Invest NowHDFC Hybrid Equity Fund - Growth Plan
Invest NowChart Comparison
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 |
Scheme Name | Kotak Equity Hybrid - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Month | 1.28% | 0.39% |
6 Month | 20.55% | 12.1% |
1 Year | 33.82% | 23.5% |
3 Year | 17.91% | 15.32% |
5 Year | 20.58% | 17.35% |
Scheme Name | Kotak Equity Hybrid - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | 14.48% | 10.45% |
3 Year | 31.88% | 27.07% |
5 Year | 63.28% | 55.69% |
Scheme Name | Kotak Equity Hybrid - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 11.59% | 10.44% |
3 Year | 12.53% | 11.74% |
5 Year | 12.53% | 11.41% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
Scheme Name |
Kotak Equity Hybrid - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 25.22 | 29.92 |
Large Cap | 42.49 | 49.31 |
Small Cap | 11.1 | 17.11 |
Mid Cap | 20.5 | 3.66 |
Scheme Name |
Kotak Equity Hybrid - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 25.12 | 18.07 |
Petroleum Products | 2.44 | 6.29 |
IT - Software | 8.07 | 5.76 |
Capital Markets | 0.63 | - |
Personal Products | 1.77 | 1.97 |
Construction | 3.99 | 9.44 |
Finance | 6.56 | 0.56 |
Diversified FMCG | 1.34 | 3.77 |
Banks | 8.58 | 23.78 |
Pharmaceuticals & Biotechnology | 4.09 | 2.93 |
Healthcare Services | 1.36 | 1.6 |
Cement & Cement Products | 1.67 | - |
Realty | 1.8 | 0.71 |
Automobiles | 2.53 | - |
Industrial Products | 3.6 | 2.15 |
Gas | 1.09 | - |
Electrical Equipment | 0.88 | - |
Fertilizers & Agrochemicals | 0.62 | 0.46 |
Consumer Durables | 3.31 | - |
Transport Services | 0.83 | 0.29 |
Aerospace & Defense | 0.79 | - |
Oil | 1.56 | - |
Auto Components | 6.39 | 1.18 |
Chemicals & Petrochemicals | 2.15 | - |
Telecom - Services | 3.06 | 3.64 |
Power | 2.47 | 1.65 |
Agricultural, Commercial & Construction Vehicles | 0.37 | - |
Insurance | 0.97 | - |
Beverages | 1.27 | 1.39 |
Financial | - | 7.78 |
Paper, Forest & Jute Products | - | 0.17 |
Media | - | 0.1 |
Industrial Manufacturing | - | 0.69 |
Energy | - | 0.51 |
Textiles & Apparels | - | 0.8 |
Commercial Services & Supplies | - | 1.4 |
Leisure Services | - | 1.47 |
Unclassified | - | 1.44 |
Top Comparisons
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns17.56%
UTI Focused Fund- Regular Plan - Growth Option
3Y Returns17.3%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns21.02%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns12.22%
HDFC Low Duration Fund - Growth
3Y Returns5.7%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns5.61%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns5.63%
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns5.36%