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) ₹6509 Cr ₹544 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 25 Nov 1999 31 Mar 1991
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 2.47
Manager Harsha Upadhyaya Pratik Harish Shroff
ISIN Code INF174K01E92 INF767K01030
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 for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
1 Month 1.28% -3.67%
6 Month 20.55% 9.39%
1 Year 33.82% 29.96%
3 Year 17.91% 11.12%
5 Year 20.58% 13.02%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
6 Month - -
1 Year 14.48% 13.51%
3 Year 31.88% 27.24%
5 Year 63.28% 43.87%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
1 Year 11.59% 9.91%
3 Year 12.53% 8.77%
5 Year 12.53% 9.4%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
Standard Deviation 8.13% 8.96%
Sharp 1.25% 0.66%
Beta 0.9% 0.24%
Alpha 5.28% 3.51%

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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 25.22 25.24
Large Cap 42.49 48.98
Small Cap 11.1 14.86
Mid Cap 20.5 10.95

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

LIC MF Equity Hybrid Fund-Growth

Others 25.12 12.51
Petroleum Products 2.44 -
IT - Software 8.07 -
Capital Markets 0.63 -
Personal Products 1.77 -
Construction 3.99 4.11
Finance 6.56 -
Diversified FMCG 1.34 -
Banks 8.58 -
Pharmaceuticals & Biotechnology 4.09 -
Healthcare Services 1.36 -
Cement & Cement Products 1.67 -
Realty 1.8 -
Automobiles 2.53 -
Industrial Products 3.6 -
Gas 1.09 -
Electrical Equipment 0.88 -
Fertilizers & Agrochemicals 0.62 -
Consumer Durables 3.31 -
Transport Services 0.83 -
Aerospace & Defense 0.79 -
Oil 1.56 -
Auto Components 6.39 -
Chemicals & Petrochemicals 2.15 -
Telecom - Services 3.06 -
Power 2.47 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 0.97 -
Beverages 1.27 -
Sovereign - 8.86
Energy - 5.42
Capital Goods - 9.19
Technology - 6.61
Consumer Staples - 6.47
Automobile - 9.04
Financial - 21.67
Healthcare - 3.74
Consumer Discretionary - 1.16
Services - 6.57
Communication - 1.59
Materials - 0.67
Diversified - 0.95
Metals & Mining - 1.47

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