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
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	6.2%	7.12%
6 Month	-9.79%	-8.84%
1 Year	10.01%	7.51%
3 Year	13.3%	10.5%
5 Year	22.99%	15.27%

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	-4.98%	-3.51%
1 Year	-6.46%	-5.77%
3 Year	13.04%	11.48%
5 Year	15.24%	11.37%

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	10.787%	8.96%
Sharp	0.49%	0.24%
Beta	1.055%	1.04%
Alpha	0.867%	-0.97%

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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
Funds Managed	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	30.4	30.63
Large Cap	39.15	38.6
Small Cap	8.75	19.73
Mid Cap	21.7	11.04

Scheme Name	Kotak Equity Hybrid - Growth	LIC MF Equity Hybrid Fund-Growth
Others	29.46	28.04
Energy	2.5	3.55
Technology	13.72	8.27
Financial Services	13.22	15.08
Consumer Defensive	4.53	5.77
Industrials	8.26	13.81
Healthcare	6.91	5.08
Basic Materials	9.31	4.15
Real Estate	1.37	0.57
Utilities	3.39	0.99
Consumer Cyclical	3.22	12.53
Communication Services	4.12	2.15