SBI Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Hybrid - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Fund | Kotak Equity Hybrid - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6606 Cr | ₹71143 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Nov 2014 | 20 Jan 2005 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 38.8% | 10% |
Expense Ratio | 1.77 | 1.4 |
Manager | Harsha Upadhyaya | Pradeep Kesavan |
ISIN Code | INF174K01E92 | INF200K01107 |
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 | SBI Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Month | 1.41% | 2.25% |
6 Month | -3.27% | 4.24% |
1 Year | 9.87% | 11.74% |
3 Year | 13.95% | 12.58% |
5 Year | 22.04% | 18.42% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | 0.21% | 4.68% |
1 Year | -2.95% | 8.57% |
3 Year | 13.9% | 15.23% |
5 Year | 15.37% | 14.43% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Year | 12.18% | 14% |
3 Year | 13.43% | 12.23% |
5 Year | 12.72% | 13.38% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 10.787% | 8.66% |
Sharp | 0.49% | 0.41% |
Beta | 1.055% | 0.99% |
Alpha | 0.867% | 0.97% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Name | Harsha Upadhyaya | Pradeep Kesavan |
Total AUM | ₹139411 Cr | ₹434274 Cr |
Funds Managed | 11 | 43 |
Kotak Equity Hybrid - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 30.4 | 32.96 |
Large Cap | 39.15 | 46.26 |
Small Cap | 8.75 | 2.57 |
Mid Cap | 21.7 | 18.21 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 29.46 | 32.96 |
Energy | 2.5 | 3.1 |
Technology | 13.72 | 5.94 |
Financial Services | 13.22 | 21.17 |
Consumer Defensive | 4.53 | 3.69 |
Industrials | 8.26 | 8.5 |
Healthcare | 6.91 | 4.57 |
Basic Materials | 9.31 | 8.73 |
Real Estate | 1.37 | - |
Utilities | 3.39 | 1.27 |
Consumer Cyclical | 3.22 | 5.35 |
Communication Services | 4.12 | 4.7 |
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