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
Chart Comparison
| 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 | ₹7688 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 | -2.63% | -2.81% |
| 6 Month | 2.31% | -0.12% |
| 1 Year | 21.38% | 14.96% |
| 3 Year | 14.61% | 10.67% |
| 5 Year | 17.94% | 13.95% |
| Scheme Name | Kotak Equity Hybrid - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.56% | 11.66% |
| 3 Year | 20.28% | 16.12% |
| 5 Year | 19.96% | 15.89% |
| 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% |
| 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% | 0.55% |
| Beta | 0.9% | 1.01% |
| Alpha | 5.28% | 1.21% |
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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 | 26.15 | 21.41 |
| Large Cap | 39.58 | 55.4 |
| Small Cap | 10.97 | 14.47 |
| Mid Cap | 22.74 | 8.86 |
| Scheme Name |
Kotak Equity Hybrid - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 26.15 | 21.41 |
| Petroleum Products | 1.96 | 3.52 |
| IT - Software | 13.69 | 8.15 |
| Capital Markets | 1.06 | - |
| Personal Products | 1.81 | 0.88 |
| Construction | 3.33 | 3.64 |
| Finance | 5.7 | 3.68 |
| Diversified FMCG | 0.6 | 1.61 |
| Banks | 6.91 | 16.22 |
| Pharmaceuticals & Biotechnology | 4.48 | 4.86 |
| Healthcare Services | 1.97 | 1.42 |
| Cement & Cement Products | 2.03 | 2.1 |
| Realty | 1.58 | 1.23 |
| Automobiles | 0.91 | 4.06 |
| Gas | 0.91 | - |
| Electrical Equipment | 2.09 | 2.19 |
| Fertilizers & Agrochemicals | 0.59 | 0.48 |
| Industrial Products | 3.16 | 0.44 |
| Consumer Durables | 2.57 | 3.49 |
| Transport Services | 0.78 | 0.5 |
| Aerospace & Defense | 0.67 | 1.36 |
| Oil | 0.79 | - |
| Chemicals & Petrochemicals | 3.62 | 1.7 |
| Telecom - Services | 3.61 | 3.04 |
| Auto Components | 3.17 | 2.86 |
| Power | 2.57 | 1.07 |
| Agricultural, Commercial & Construction Vehicles | 0.37 | - |
| Insurance | 1.04 | 0.86 |
| Beverages | 1.32 | 1.22 |
| Non - Ferrous Metals | - | 0.89 |
| Industrial Manufacturing | - | 1.47 |
| Ferrous Metals | - | 0.29 |
| Retailing | - | 1.8 |
| IT - Services | - | 0.74 |
| Transport Infrastructure | - | 1.59 |
| Agricultural Food & other Products | - | 0.85 |
| Leisure Services | - | 0.29 |
| Textiles & Apparels | - | 0.23 |
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