LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon 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
Asset Size (Cr) ₹6606 Cr ₹535 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 2.46
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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
1 Month 2.46% 1.89%
6 Month 5.47% 2.71%
1 Year 22.55% 17.57%
3 Year 15.89% 11.76%
5 Year 18.08% 11.67%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
6 Month - -
1 Year 18.57% 12.55%
3 Year 20.2% 16.58%
5 Year 20.17% 14.66%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
1 Year 11.72% 10.94%
3 Year 12.54% 9.39%
5 Year 12.51% 9.56%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
Standard Deviation 8.13% 8.96%
Sharp 1.25% 0.57%
Beta 0.9% 0.98%
Alpha 5.28% 1.29%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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