Kotak Equity Hybrid vs Nippon India Equity Hybrid Fund compare

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Kotak Equity Hybrid - Growth

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Nippon India Equity Hybrid Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
1 Month	1.41%	1.96%
6 Month	-3.27%	-1.32%
1 Year	9.87%	7.26%
3 Year	13.95%	15.05%
5 Year	22.04%	21.67%

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
6 Month	0.21%	1.88%
1 Year	-2.95%	0.52%
3 Year	13.9%	14.85%
5 Year	15.37%	16.02%

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%

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Standard Deviation	10.787%	9.02%
Sharp	0.49%	0.6%
Beta	1.055%	1.06%
Alpha	0.867%	2.93%

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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

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	30.4	28.85
Large Cap	39.15	51.29
Small Cap	8.75	8.96
Mid Cap	21.7	10.9

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	29.46	27.87
Energy	2.5	3.67
Technology	13.72	7.87
Financial Services	13.22	24.19
Consumer Defensive	4.53	3.96
Industrials	8.26	7.56
Healthcare	6.91	5.77
Basic Materials	9.31	2.75
Real Estate	1.37	1.27
Utilities	3.39	3.51
Consumer Cyclical	3.22	8.17
Communication Services	4.12	3.41