Kotak Equity Hybrid vs Canara Robeco Equity Hybrid Fund compare
Kotak Equity Hybrid - Growth
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6606 Cr | ₹10444 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Nov 2014 | 20 Mar 1998 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 38.8% | 23% |
Expense Ratio | 1.77 | 1.73 |
Manager | Harsha Upadhyaya | Avnish Jain |
ISIN Code | INF174K01E92 | INF760K01050 |
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 | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.2% | 5.74% |
6 Month | -9.79% | -8.33% |
1 Year | 10.01% | 8.1% |
3 Year | 13.3% | 11.73% |
5 Year | 22.99% | 18.49% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -4.98% | -2.73% |
1 Year | -6.46% | -3.49% |
3 Year | 13.04% | 12.32% |
5 Year | 15.24% | 13.06% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.18% | 12.23% |
3 Year | 13.43% | 14.28% |
5 Year | 12.72% | 14.95% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.787% | 9.11% |
Sharp | 0.49% | 0.36% |
Beta | 1.055% | 1.07% |
Alpha | 0.867% | 0.06% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Avnish Jain |
Total AUM | ₹139411 Cr | ₹15907 Cr |
Funds Managed | 11 | 11 |
Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.4 | 31.66 |
Large Cap | 39.15 | 49.48 |
Small Cap | 8.75 | 6.7 |
Mid Cap | 21.7 | 12.15 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.46 | 31.61 |
Energy | 2.5 | 4.25 |
Technology | 13.72 | 6.26 |
Financial Services | 13.22 | 24.25 |
Consumer Defensive | 4.53 | 4.41 |
Industrials | 8.26 | 6.83 |
Healthcare | 6.91 | 3.69 |
Basic Materials | 9.31 | 3.58 |
Real Estate | 1.37 | 0.96 |
Utilities | 3.39 | 2.25 |
Consumer Cyclical | 3.22 | 9.22 |
Communication Services | 4.12 | 2.69 |
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