Kotak Equity Hybrid vs Quant Absolute Fund compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Quant Absolute Fund-Growth

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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 Quant Absolute Fund-Growth
Fund Kotak Equity Hybrid - Growth Quant Absolute Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6606 Cr ₹2251 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 03 Nov 2014 11 Apr 2001
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive Index
Turn Over 38.8% %
Expense Ratio 1.77 2
Manager Harsha Upadhyaya Sanjeev Sharma
ISIN Code INF174K01E92 INF966L01267
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 Quant Absolute Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Quant Absolute Fund-Growth
1 Month 2.46% -2.29%
6 Month 5.47% -7.84%
1 Year 22.55% 12.21%
3 Year 15.89% 13.07%
5 Year 18.08% 23.23%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Quant Absolute Fund-Growth
6 Month - -
1 Year 18.57% -4.45%
3 Year 20.2% 13.13%
5 Year 20.17% 20.02%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Quant Absolute Fund-Growth
1 Year 11.72% 14.72%
3 Year 12.54% 17.92%
5 Year 12.51% 15.64%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Quant Absolute Fund-Growth
Standard Deviation 8.13% 12%
Sharp 1.25% 1.02%
Beta 0.9% 0.96%
Alpha 5.28% 5.91%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth Quant Absolute Fund-Growth
Name Harsha Upadhyaya Sanjeev Sharma
Total AUM ₹139411 Cr ₹39731 Cr
Fund Manage 11 22
Kotak Equity Hybrid - Growth Quant Absolute Fund-Growth

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

Quant Absolute Fund-Growth

Others 26.15 28.97
Large Cap 39.58 71.04
Small Cap 10.97 -
Mid Cap 22.74 -

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Quant Absolute Fund-Growth

Others 26.15 28.97
Petroleum Products 1.96 9.36
IT - Software 13.69 -
Capital Markets 1.06 -
Personal Products 1.81 -
Construction 3.33 4.78
Finance 5.7 9.44
Diversified FMCG 0.6 13.82
Banks 6.91 -
Pharmaceuticals & Biotechnology 4.48 -
Healthcare Services 1.97 -
Cement & Cement Products 2.03 3.2
Realty 1.58 -
Automobiles 0.91 -
Gas 0.91 -
Electrical Equipment 2.09 -
Fertilizers & Agrochemicals 0.59 -
Industrial Products 3.16 -
Consumer Durables 2.57 1.95
Transport Services 0.78 -
Aerospace & Defense 0.67 -
Oil 0.79 -
Chemicals & Petrochemicals 3.62 -
Telecom - Services 3.61 -
Auto Components 3.17 -
Power 2.57 11.45
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.04 11.09
Beverages 1.32 -
Food Products - 5.95

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