Nippon India Equity Hybrid Fund vs Kotak Equity Hybrid compare

Overview

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Fund	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6042 Cr	₹3715 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	25 Nov 1999	05 Jun 2005
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%	40%
Expense Ratio	1.78	1.99
Manager	Harsha Upadhyaya	Sushil Budhia
ISIN Code	INF174K01E92	INF204K01FW1
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 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
1 Month	1.28%	4.93%
6 Month	20.55%	17.6%
1 Year	33.82%	29.88%
3 Year	17.91%	17.24%
5 Year	20.58%	15.51%

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
6 Month	-	-
1 Year	14.48%	13.02%
3 Year	31.88%	33.34%
5 Year	63.28%	58.96%

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
1 Year	20.19%	17.09%
3 Year	49.37%	45.52%
5 Year	69.91%	63.47%

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Standard Deviation	8.13%	9.02%
Sharp	1.25%	1.07%
Beta	0.9%	1.02%
Alpha	5.28%	5.06%

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Name	Harsha Upadhyaya	Sushil Budhia
Total AUM	₹139411 Cr	₹29447 Cr
Fund Manage	11	11
	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	25.22	28.12
Large Cap	42.49	56.68
Small Cap	11.1	6.73
Mid Cap	20.5	8.47

Scheme Name	Kotak Equity Hybrid - Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	25.12	3.51
Petroleum Products	2.44	-
IT - Software	8.07	-
Capital Markets	0.63	-
Personal Products	1.77	-
Construction	3.99	7.16
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	2.11
Beverages	1.27	-
Sovereign	-	3.34
Materials	-	1.97
Automobile	-	5.96
Communication	-	5.78
Energy	-	9.79
Technology	-	5.1
Financial	-	29.86
Services	-	5.2
Consumer Staples	-	4.25
Healthcare	-	6.95
Capital Goods	-	4.71
Metals & Mining	-	3.2
Consumer Discretionary	-	1.11