LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Equity Hybrid - Growth

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LIC MF Equity Hybrid 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	LIC MF Equity Hybrid Fund-Growth
Fund	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High Risk
Asset Size (Cr)	₹6606 Cr	₹508 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	03 Nov 2014	31 Mar 1998
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%	%
Expense Ratio	1.77	2.48
Manager	Harsha Upadhyaya	Pratik Harish Shroff
ISIN Code	INF174K01E92	INF767K01030
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	LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
1 Month	-4.28%	-3.57%
6 Month	-8.28%	-8.89%
1 Year	9.19%	5.32%
3 Year	12.5%	9.15%
5 Year	15.47%	9.47%

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	-	-
1 Year	-4.81%	-6.93%
3 Year	12.54%	10.1%
5 Year	15.55%	10.87%

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	12.18%	11.04%
3 Year	13.43%	9.45%
5 Year	12.72%	9.61%

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	9.765%	8.96%
Sharp	0.713%	0.33%
Beta	0.998%	1%
Alpha	1.811%	-0.36%

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Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Name	Harsha Upadhyaya	Pratik Harish Shroff
Total AUM	₹139411 Cr	₹2586 Cr
Fund Manage	11	10
	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Others	26.15	23.14
Large Cap	39.58	45.9
Small Cap	10.97	22.56
Mid Cap	22.74	8.42

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Others	26.15	23.14
Petroleum Products	1.96	3.45
IT - Software	13.69	7.81
Capital Markets	1.06	-
Personal Products	1.81	-
Construction	3.33	3.25
Finance	5.7	3.23
Diversified FMCG	0.6	3.47
Banks	6.91	12.71
Pharmaceuticals & Biotechnology	4.48	4.16
Healthcare Services	1.97	1.04
Cement & Cement Products	2.03	-
Realty	1.58	1.7
Automobiles	0.91	3.83
Gas	0.91	-
Electrical Equipment	2.09	5.47
Fertilizers & Agrochemicals	0.59	-
Industrial Products	3.16	3.78
Consumer Durables	2.57	2.29
Transport Services	0.78	-
Aerospace & Defense	0.67	1.32
Oil	0.79	-
Chemicals & Petrochemicals	3.62	1.16
Telecom - Services	3.61	1.11
Auto Components	3.17	5.16
Power	2.57	1.39
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	-
Beverages	1.32	1.19
Non - Ferrous Metals	-	0.83
Food Products	-	1.22
IT - Services	-	0.47
Retailing	-	4.64
Industrial Manufacturing	-	1.12
Entertainment	-	1.08