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

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon 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) ₹6509 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 1.77 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month -1.09% -1.53%
6 Month 8.41% 5.22%
1 Year 27.52% 22.73%
3 Year 14.68% 10.7%
5 Year 18.17% 14.02%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 11.72% 16.32%
3 Year 12.54% 16.42%
5 Year 12.51% 16.49%

Risk Management

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% 0.45%
Beta 0.9% 1.02%
Alpha 5.28% 0.92%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

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

Others 26.45 19.62
Large Cap 40.68 56.77
Small Cap 10.92 5.52
Mid Cap 21.53 7.73

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

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

Others 26.45 3.05
Petroleum Products 2.17 -
IT - Software 12.64 -
Capital Markets 0.87 -
Personal Products 1.98 -
Construction 3.36 2.91
Finance 5.82 -
Diversified FMCG 0.69 -
Banks 6.76 -
Pharmaceuticals & Biotechnology 4.51 -
Healthcare Services 1.91 -
Cement & Cement Products 2.12 -
Realty 1.58 -
Automobiles 1.02 -
Industrial Products 3.18 -
Gas 1.07 -
Electrical Equipment 1.17 -
Fertilizers & Agrochemicals 0.59 -
Consumer Durables 2.79 -
Transport Services 0.77 -
Aerospace & Defense 0.66 -
Oil 0.96 -
Chemicals & Petrochemicals 3.45 -
Auto Components 4.1 -
Telecom - Services 3.26 -
Power 2.74 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.16 -
Beverages 1.43 -
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

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