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 | -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% |
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% |
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% |
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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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 | 26.45 | 30.41 |
Large Cap | 40.68 | 48.6 |
Small Cap | 10.92 | 16.93 |
Mid Cap | 21.53 | 4.06 |
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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