Kotak Equity Hybrid vs HDFC Hybrid Equity Fund compare
Kotak Equity Hybrid - Growth
HDFC Hybrid Equity Fund - Growth Plan
Chart Comparison
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 | ₹23354 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Month | 2.86% | 3.31% |
6 Month | -3.49% | 0.86% |
1 Year | 11.65% | 9.6% |
3 Year | 13.83% | 13.01% |
5 Year | 22.13% | 20.64% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | -1.25% | 1.87% |
1 Year | -4.03% | 2.09% |
3 Year | 13.41% | 12.2% |
5 Year | 15.16% | 14.21% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 12.18% | 10.65% |
3 Year | 13.43% | 11.72% |
5 Year | 12.72% | 11.49% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | 10.787% | 9.334% |
Sharp | 0.49% | 0.486% |
Beta | 1.055% | 0.949% |
Alpha | 0.867% | 0.562% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Name | Harsha Upadhyaya | Dhruv Muchhal |
Total AUM | ₹139411 Cr | ₹520687 Cr |
Funds Managed | 11 | 40 |
Kotak Equity Hybrid - Growth | HDFC Hybrid Equity Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 30.4 | 33.28 |
Large Cap | 39.15 | 48.42 |
Small Cap | 8.75 | 15.63 |
Mid Cap | 21.7 | 2.67 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 29.46 | 32.45 |
Energy | 2.5 | 5.71 |
Technology | 13.72 | 8.82 |
Financial Services | 13.22 | 22.61 |
Consumer Defensive | 4.53 | 6.79 |
Industrials | 8.26 | 9.19 |
Healthcare | 6.91 | 4.18 |
Basic Materials | 9.31 | 0.58 |
Real Estate | 1.37 | 0.83 |
Utilities | 3.39 | 1.29 |
Consumer Cyclical | 3.22 | 3.29 |
Communication Services | 4.12 | 4.26 |
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