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) ₹6042 Cr ₹2208 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 25 Nov 1999 21 Mar 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 1.78 2.01
Manager Harsha Upadhyaya Sanjeev Sharma
ISIN Code INF174K01E92 INF966L01267
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Quant Absolute Fund-Growth
1 Month 1.28% -1.62%
6 Month 20.55% 11.56%
1 Year 33.82% 37.37%
3 Year 17.91% 19.46%
5 Year 20.58% 26.92%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Quant Absolute Fund-Growth
6 Month - -
1 Year 14.48% 18.46%
3 Year 31.88% 38.92%
5 Year 63.28% 94.48%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Quant Absolute Fund-Growth
1 Year 20.19% 28.7%
3 Year 49.37% 69.22%
5 Year 69.91% 97.55%

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 25.22 24.39
Large Cap 42.49 72.28
Small Cap 11.1 1.94
Mid Cap 20.5 1.39

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Quant Absolute Fund-Growth

Others 25.12 3.86
Banks 8.58 -
Telecom - Services 3.06 -
Finance 6.56 -
IT - Software 8.07 -
Power 2.47 -
Construction 3.99 -
Petroleum Products 2.44 -
Auto Components 6.39 -
Consumer Durables 3.31 -
Oil 1.56 -
Automobiles 2.53 -
Pharmaceuticals & Biotechnology 4.09 -
Healthcare Services 1.36 -
Chemicals & Petrochemicals 2.15 -
Beverages 1.27 -
Industrial Products 3.6 -
Gas 1.09 -
Realty 1.8 -
Cement & Cement Products 1.67 -
Insurance 0.97 5.74
Personal Products 1.77 -
Electrical Equipment 0.88 -
Transport Services 0.83 -
Aerospace & Defense 0.79 -
Diversified FMCG 1.34 -
Capital Markets 0.63 -
Fertilizers & Agrochemicals 0.62 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Energy - 22.55
Financial - 31.41
Metals & Mining - 5.64
Consumer Staples - 13.33
Healthcare - 3.34
Materials - 2.79
Technology - 4.72
Sovereign - 4.97
Services - 1.39
Unclassified - 0.26

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