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) ₹6042 Cr ₹10631 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 25 Nov 1999 01 Feb 1993
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% 23%
Expense Ratio 1.78 1.73
Manager Harsha Upadhyaya Avnish Jain
ISIN Code INF174K01E92 INF760K01050
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% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Month 1.28% 5.11%
6 Month 20.55% 15.22%
1 Year 33.82% 29.56%
3 Year 17.91% 13.27%
5 Year 20.58% 18.59%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.48% 12.09%
3 Year 31.88% 27.05%
5 Year 63.28% 51.29%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 20.19% 16.81%
3 Year 49.37% 39.69%
5 Year 69.91% 55.5%

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% 0.86%
Beta 0.9% 1.02%
Alpha 5.28% 1.66%

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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 25.22 28.28
Large Cap 42.49 51.13
Small Cap 11.1 6.29
Mid Cap 20.5 14.3

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Others 25.12 6.37
Banks 8.58 -
Telecom - Services 3.06 -
Finance 6.56 -
IT - Software 8.07 -
Power 2.47 -
Construction 3.99 4.55
Petroleum Products 2.44 -
Auto Components 6.39 -
Consumer Durables 3.31 -
Oil 1.56 -
Automobiles 2.53 -
Pharmaceuticals & Biotechnology 4.09 -
Healthcare Services 1.36 -
Chemicals & Petrochemicals 2.15 -
Beverages 1.27 -
Industrial Products 3.6 -
Gas 1.09 -
Realty 1.8 -
Cement & Cement Products 1.67 -
Insurance 0.97 1.59
Personal Products 1.77 -
Electrical Equipment 0.88 -
Transport Services 0.83 -
Aerospace & Defense 0.79 -
Diversified FMCG 1.34 -
Capital Markets 0.63 -
Fertilizers & Agrochemicals 0.62 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Financial - 30.36
Energy - 7.52
Technology - 6.77
Communication - 1.89
Automobile - 7.06
Consumer Staples - 4.36
Sovereign - 9.85
Materials - 2.38
Capital Goods - 6.16
Healthcare - 2.86
Consumer Discretionary - 1.86
Services - 3.69
Chemicals - 2.02
Metals & Mining - 0.71

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