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SBI Equity Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon SBI Equity Hybrid Fund - Regular Plan -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 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 4.88% 4.96%
6 Month -10.67% -3.57%
1 Year 7.6% 9.48%
3 Year 11.96% 10.65%
5 Year 23.36% 19.13%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month -4.98% 1.78%
1 Year -6.46% 4.61%
3 Year 13.04% 14%
5 Year 15.24% 14.01%

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% 0.4%
Beta 1.055% 0.97%
Alpha 0.867% 0.54%

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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 28.96
Large Cap 39.15 48.61
Small Cap 8.75 2.9
Mid Cap 21.7 19.53

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 29.46 28.96
Energy 2.5 3.15
Technology 13.72 6.28
Financial Services 13.22 22.54
Consumer Defensive 4.53 3.89
Industrials 8.26 9.54
Healthcare 6.91 4.88
Basic Materials 9.31 8.85
Real Estate 1.37 -
Utilities 3.39 1.06
Consumer Cyclical 3.22 5.68
Communication Services 4.12 5.17

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