Kotak Equity Hybrid vs Nippon India Equity Hybrid Fund compare
Kotak Equity Hybrid - Growth
Nippon India Equity Hybrid Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Kotak Equity Hybrid - Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Fund | Kotak Equity Hybrid - Growth | Nippon India Equity Hybrid Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6606 Cr | ₹3712 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 03 Nov 2014 | 08 Jun 2005 |
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% | 40% |
Expense Ratio | 1.77 | 1.97 |
Manager | Harsha Upadhyaya | Sushil Budhia |
ISIN Code | INF174K01E92 | INF204K01FW1 |
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 | Nippon India Equity Hybrid 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 | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Month | 4.88% | 4.1% |
6 Month | -10.67% | -8.78% |
1 Year | 7.6% | 5.22% |
3 Year | 11.96% | 12.93% |
5 Year | 23.36% | 22.77% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
6 Month | -4.98% | -2.82% |
1 Year | -6.46% | -3.87% |
3 Year | 13.04% | 13.71% |
5 Year | 15.24% | 15.68% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Year | 12.18% | 11.83% |
3 Year | 13.43% | 12.47% |
5 Year | 12.72% | 12.93% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Standard Deviation | 10.787% | 9.02% |
Sharp | 0.49% | 0.64% |
Beta | 1.055% | 1.06% |
Alpha | 0.867% | 2.98% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Name | Harsha Upadhyaya | Sushil Budhia |
Total AUM | ₹139411 Cr | ₹29447 Cr |
Funds Managed | 11 | 11 |
Kotak Equity Hybrid - Growth | Nippon India Equity Hybrid Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 30.4 | 27.87 |
Large Cap | 39.15 | 51.76 |
Small Cap | 8.75 | 9.12 |
Mid Cap | 21.7 | 11.25 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 29.46 | 26.88 |
Energy | 2.5 | 3.7 |
Technology | 13.72 | 8.43 |
Financial Services | 13.22 | 23.52 |
Consumer Defensive | 4.53 | 4.27 |
Industrials | 8.26 | 7.98 |
Healthcare | 6.91 | 5.99 |
Basic Materials | 9.31 | 2.49 |
Real Estate | 1.37 | 1.38 |
Utilities | 3.39 | 3.52 |
Consumer Cyclical | 3.22 | 8.45 |
Communication Services | 4.12 | 3.38 |
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