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

Kotak Equity Hybrid - Growth

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

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)	₹6042 Cr	₹7844 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	25 Nov 1999	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	1.78	1.84
Manager	Harsha Upadhyaya	Dhaval Joshi
ISIN Code	INF174K01E92	INF209K01BT5
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 of 1%, if redeemed within 90 days./365

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	1.28%	4.9%
6 Month	20.55%	19.15%
1 Year	33.82%	29.02%
3 Year	17.91%	12.31%
5 Year	20.58%	16.03%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	-	-
1 Year	14.48%	13.36%
3 Year	31.88%	27.31%
5 Year	63.28%	50.92%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	20.19%	16.78%
3 Year	49.37%	38.97%
5 Year	69.91%	55.69%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	8.13%	9.21%
Sharp	1.25%	0.62%
Beta	0.9%	1%
Alpha	5.28%	1.13%

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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
Fund Manage	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	25.22	19.62
Large Cap	42.49	56.77
Small Cap	11.1	5.52
Mid Cap	20.5	7.73

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	25.12	3.05
Petroleum Products	2.44	-
IT - Software	8.07	-
Capital Markets	0.63	-
Personal Products	1.77	-
Construction	3.99	2.91
Finance	6.56	-
Diversified FMCG	1.34	-
Banks	8.58	-
Pharmaceuticals & Biotechnology	4.09	-
Healthcare Services	1.36	-
Cement & Cement Products	1.67	-
Realty	1.8	-
Automobiles	2.53	-
Industrial Products	3.6	-
Gas	1.09	-
Electrical Equipment	0.88	-
Fertilizers & Agrochemicals	0.62	-
Consumer Durables	3.31	-
Transport Services	0.83	-
Aerospace & Defense	0.79	-
Oil	1.56	-
Auto Components	6.39	-
Chemicals & Petrochemicals	2.15	-
Telecom - Services	3.06	-
Power	2.47	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	0.97	-
Beverages	1.27	-
Sovereign	-	5.79
Energy	-	5.17
Capital Goods	-	8.34
Technology	-	6.52
Financial	-	29.36
Consumer Staples	-	5.01
Metals & Mining	-	1.55
Healthcare	-	4.6
Materials	-	2.34
Chemicals	-	0.48
Automobile	-	6.33
Services	-	1.62
Consumer Discretionary	-	3.16
Communication	-	2.88
Diversified	-	0.53