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 Risk |
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 | -4.28% | -2.6% |
6 Month | -8.28% | -6.89% |
1 Year | 9.19% | 6.86% |
3 Year | 12.5% | 10.37% |
5 Year | 15.47% | 13.06% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -4.81% | -3.99% |
3 Year | 12.54% | 11.26% |
5 Year | 15.55% | 12.89% |
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 | 9.765% | 9.11% |
Sharp | 0.713% | 0.44% |
Beta | 0.998% | 1.04% |
Alpha | 1.811% | 0.58% |
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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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