Kotak Equity Hybrid vs Canara Robeco Equity Hybrid Fund compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

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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 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 ₹10873 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 1.72
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 -3.26% -1.94%
6 Month -0.75% -0.67%
1 Year 17.12% 12.46%
3 Year 13.23% 10.54%
5 Year 16.84% 14.69%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.17% 4.69%
3 Year 16.63% 14.21%
5 Year 17.94% 14.67%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 11.72% 12.15%
3 Year 12.54% 14.34%
5 Year 12.51% 14.93%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.13% 9.11%
Sharp 1.25% 0.51%
Beta 0.9% 1.03%
Alpha 5.28% 1.89%

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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
Fund Manage 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 26.15 29.1
Large Cap 39.58 47.12
Small Cap 10.97 8.96
Mid Cap 22.74 14.82

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Others 26.15 29.1
Petroleum Products 1.96 2.84
IT - Software 13.69 7
Capital Markets 1.06 1.78
Personal Products 1.81 0.8
Construction 3.33 2.67
Finance 5.7 5.02
Diversified FMCG 0.6 -
Banks 6.91 14.11
Pharmaceuticals & Biotechnology 4.48 3.13
Healthcare Services 1.97 1.09
Cement & Cement Products 2.03 1.34
Realty 1.58 1.12
Automobiles 0.91 2.33
Gas 0.91 -
Electrical Equipment 2.09 2.35
Fertilizers & Agrochemicals 0.59 0.53
Industrial Products 3.16 0.87
Consumer Durables 2.57 1.68
Transport Services 0.78 0.81
Aerospace & Defense 0.67 0.68
Oil 0.79 0.39
Chemicals & Petrochemicals 3.62 1.77
Telecom - Services 3.61 2.08
Auto Components 3.17 3.9
Power 2.57 2.9
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.04 2.57
Beverages 1.32 0.87
Non - Ferrous Metals - 0.28
Diversified Fmcg - 1.39
Entertainment - 0.72
Retailing - 1.84
Consumable Fuels - 1.18
Household Products - 0.86

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