Kotak Equity Hybrid vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

Kotak Equity Hybrid - Growth

Invest Now

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name	Kotak Equity Hybrid - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund	Kotak Equity Hybrid - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6606 Cr	₹3997 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	05 Jan 1996
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%	4.76%
Expense Ratio	1.77	1.92
Manager	Harsha Upadhyaya	Murthy Nagarajan
ISIN Code	INF174K01E92	INF277K01303
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	Tata Hybrid Equity Fund - Regular Plan - 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	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	-5.75%	-4.84%
6 Month	-10.24%	-9.8%
1 Year	6.12%	1.46%
3 Year	14.29%	12.76%
5 Year	16.76%	14.14%

Scheme Name	Kotak Equity Hybrid - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	-9.13%	-7.52%
1 Year	-11.78%	-11.72%
3 Year	10.73%	7.99%
5 Year	14.1%	11.47%

Scheme Name	Kotak Equity Hybrid - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	12.18%	11.66%
3 Year	13.43%	13.65%
5 Year	12.72%	13.89%

Scheme Name	Kotak Equity Hybrid - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.765%	9.21%
Sharp	0.713%	0.45%
Beta	0.998%	1.03%
Alpha	1.811%	0.66%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Kotak Equity Hybrid - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name	Harsha Upadhyaya	Murthy Nagarajan
Total AUM	₹139411 Cr	₹18015 Cr
Fund Manage	11	11
	Kotak Equity Hybrid - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Name	Kotak Equity Hybrid - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	30.39778	25.32692
Large Cap	39.14799	58.36859
Small Cap	8.75465	7.22311
Mid Cap	21.69959	9.08132

Scheme Name	Kotak Equity Hybrid - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	29.45522	25.26576
Energy	2.50217	5.57111
Technology	13.72469	6.84964
Financial Services	13.2205	21.49785
Consumer Defensive	4.52821	6.55228
Industrials	8.25894	7.90991
Healthcare	6.91049	5.58901
Basic Materials	9.30597	3.8452
Real Estate	1.36737	1.57803
Utilities	3.38962	2.437
Consumer Cyclical	3.22009	8.01864
Communication Services	4.11674	4.88551