Kotak Equity Hybrid vs Nippon India Equity Hybrid Fund compare

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	₹3858 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	1.98
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

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
1 Month	2.46%	1.21%
6 Month	5.47%	3.38%
1 Year	22.55%	16.76%
3 Year	15.89%	15.59%
5 Year	18.08%	13.03%

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
6 Month	-	-
1 Year	18.57%	11.2%
3 Year	20.2%	18.62%
5 Year	20.17%	18.69%

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
1 Year	11.72%	11.65%
3 Year	12.54%	12.21%
5 Year	12.51%	12.91%

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Standard Deviation	8.13%	9.02%
Sharp	1.25%	0.94%
Beta	0.9%	1.03%
Alpha	5.28%	4.71%

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Name	Harsha Upadhyaya	Sushil Budhia
Total AUM	₹139411 Cr	₹29447 Cr
Fund Manage	11	11
	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	26.15	24.03
Large Cap	39.58	54.73
Small Cap	10.97	11.36
Mid Cap	22.74	9.88

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	26.15	24.03
Petroleum Products	1.96	3.02
IT - Software	13.69	6.73
Capital Markets	1.06	2.74
Personal Products	1.81	-
Construction	3.33	3.33
Finance	5.7	2.18
Diversified FMCG	0.6	2.51
Banks	6.91	15.98
Pharmaceuticals & Biotechnology	4.48	3.79
Healthcare Services	1.97	2.01
Cement & Cement Products	2.03	0.07
Realty	1.58	2.13
Automobiles	0.91	4.53
Gas	0.91	-
Electrical Equipment	2.09	-
Fertilizers & Agrochemicals	0.59	-
Industrial Products	3.16	1.22
Consumer Durables	2.57	2.13
Transport Services	0.78	1.19
Aerospace & Defense	0.67	1.02
Oil	0.79	-
Chemicals & Petrochemicals	3.62	-
Telecom - Services	3.61	3.23
Auto Components	3.17	1.29
Power	2.57	4.02
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	1.66
Beverages	1.32	1.89
Retailing	-	1.48
Ferrous Metals	-	2.62
Transport Infrastructure	-	1.87
Leisure Services	-	1.08
Financial Technology (Fintech)	-	0.73
Consumable Fuels	-	0.82
Industrial Manufacturing	-	0.59
Commercial Services & Supplies	-	0.11