Kotak Equity Hybrid vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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Kotak Equity Hybrid - Growth

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Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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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	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6606 Cr	₹7313 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	03 Nov 2014	10 Feb 1995
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	38.8%	85%
Expense Ratio	1.77	1.85
Manager	Harsha Upadhyaya	Dhaval Joshi
ISIN Code	INF174K01E92	INF209K01BT5
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	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	2.41%	2.33%
6 Month	-5.26%	-3.38%
1 Year	11.8%	9.69%
3 Year	13.27%	10.05%
5 Year	22.3%	19.06%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	-1.25%	0.27%
1 Year	-4.03%	-1.84%
3 Year	13.41%	12.49%
5 Year	15.16%	12.85%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	12.18%	16.33%
3 Year	13.43%	16.28%
5 Year	12.72%	16.39%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	10.787%	9.21%
Sharp	0.49%	0.2%
Beta	1.055%	1.1%
Alpha	0.867%	-1.23%

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Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name	Harsha Upadhyaya	Dhaval Joshi
Total AUM	₹139411 Cr	₹361932 Cr
Funds Managed	11	55
	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	30.4	25.08
Large Cap	39.15	56.45
Small Cap	8.75	9.32
Mid Cap	21.7	9.12

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	29.46	21.92
Energy	2.5	-
Technology	13.72	-
Financial Services	13.22	-
Consumer Defensive	4.53	-
Industrials	8.26	-
Healthcare	6.91	-
Basic Materials	9.31	-
Real Estate	1.37	-
Utilities	3.39	-
Consumer Cyclical	3.22	-
Communication Services	4.12	-
Petroleum Products	-	3.72
Electrical Equipment	-	1.59
IT - Software	-	7.91
Retailing	-	2.43
Construction	-	2.97
Diversified FMCG	-	1.48
Non - Ferrous Metals	-	1.11
Banks	-	16.91
Pharmaceuticals & Biotechnology	-	4.46
Industrial Manufacturing	-	1.13
Healthcare Services	-	1.09
Auto Components	-	2.71
Cement & Cement Products	-	2.11
Realty	-	1.26
Consumer Durables	-	2.97
Chemicals & Petrochemicals	-	1.62
Automobiles	-	4.3
Personal Products	-	0.77
Finance	-	4.42
IT - Services	-	0.57
Insurance	-	1.23
Transport Infrastructure	-	1.59
Agricultural Food & other Products	-	0.91
Diversified Metals	-	0.42
Power	-	1.03
Fertilizers & Agrochemicals	-	0.44
Aerospace & Defense	-	1.07
Industrial Products	-	0.21
Telecom - Services	-	3.09
Transport Services	-	0.54
Ferrous Metals	-	0.24
Leisure Services	-	0.42
Beverages	-	1.1
Textiles & Apparels	-	0.23