Kotak Equity Hybrid vs HDFC Hybrid Equity Fund compare

Overview

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Fund	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6606 Cr	₹24068 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Nov 2014	06 Apr 2005
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	38.8%	15.22%
Expense Ratio	1.77	1.68
Manager	Harsha Upadhyaya	Dhruv Muchhal
ISIN Code	INF174K01E92	INF179K01AS4
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	HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Month	-4.24%	-2.79%
6 Month	-1.75%	-3.11%
1 Year	15.94%	9.05%
3 Year	13.19%	11.39%
5 Year	16.64%	14.7%

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	-	-
1 Year	7.17%	2.65%
3 Year	16.63%	12.61%
5 Year	17.94%	15.25%

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Year	11.72%	10.55%
3 Year	12.54%	11.64%
5 Year	12.51%	11.39%

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	8.13%	8.51%
Sharp	1.25%	0.99%
Beta	0.9%	0.92%
Alpha	5.28%	2.76%

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹139411 Cr	₹520687 Cr
Fund Manage	11	40
	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	26.15	31.05
Large Cap	39.58	48.51
Small Cap	10.97	16.68
Mid Cap	22.74	3.76

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	26.15	31.05
Petroleum Products	1.96	5.85
IT - Software	13.69	5.43
Capital Markets	1.06	-
Personal Products	1.81	1.8
Construction	3.33	7.91
Finance	5.7	0.55
Diversified FMCG	0.6	3.8
Banks	6.91	22.73
Pharmaceuticals & Biotechnology	4.48	2.98
Healthcare Services	1.97	1.85
Cement & Cement Products	2.03	-
Realty	1.58	0.79
Automobiles	0.91	0.45
Gas	0.91	-
Electrical Equipment	2.09	-
Fertilizers & Agrochemicals	0.59	0.36
Industrial Products	3.16	2.02
Consumer Durables	2.57	0.09
Transport Services	0.78	0.29
Aerospace & Defense	0.67	-
Oil	0.79	-
Chemicals & Petrochemicals	3.62	-
Telecom - Services	3.61	4.02
Auto Components	3.17	1.14
Power	2.57	1.55
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	-
Beverages	1.32	1.45
Media	-	0.09
Industrial Manufacturing	-	0.68
Textiles & Apparels	-	0.7
Commercial Services & Supplies	-	1.31
Leisure Services	-	1.11