SBI Equity Hybrid Fund vs Kotak Equity Hybrid compare

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)	₹6509 Cr	₹71501 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Nov 1999	01 Dec 1995
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%	10%
Expense Ratio	1.77	1.4
Manager	Harsha Upadhyaya	Pradeep Kesavan
ISIN Code	INF174K01E92	INF200K01107
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month	-3.99%	-4.26%
6 Month	8.84%	4.43%
1 Year	26.39%	18.05%
3 Year	13.86%	9.67%
5 Year	17.79%	13.36%

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	-	-
1 Year	22.94%	12.5%
3 Year	20.62%	14.6%
5 Year	20.36%	14.93%

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	11.72%	13.9%
3 Year	12.54%	12.29%
5 Year	12.51%	13.37%

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	8.13%	8.66%
Sharp	1.25%	0.45%
Beta	0.9%	0.96%
Alpha	5.28%	0.79%

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Name	Harsha Upadhyaya	Pradeep Kesavan
Total AUM	₹139411 Cr	₹434274 Cr
Fund Manage	11	43
	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	26.45	27.68
Large Cap	40.68	51.52
Small Cap	10.92	1.96
Mid Cap	21.53	18.84

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	26.45	0.16
Petroleum Products	2.17	6.08
IT - Software	12.64	4.01
Capital Markets	0.87	0.52
Personal Products	1.98	0.99
Construction	3.36	2.36
Finance	5.82	5.59
Diversified FMCG	0.69	-
Banks	6.76	16.67
Pharmaceuticals & Biotechnology	4.51	3.37
Healthcare Services	1.91	1
Cement & Cement Products	2.12	3
Realty	1.58	0.71
Automobiles	1.02	-
Industrial Products	3.18	1.83
Gas	1.07	-
Electrical Equipment	1.17	-
Fertilizers & Agrochemicals	0.59	-
Consumer Durables	2.79	0.3
Transport Services	0.77	4.55
Aerospace & Defense	0.66	-
Oil	0.96	-
Chemicals & Petrochemicals	3.45	4.07
Auto Components	4.1	3.31
Telecom - Services	3.26	5.99
Power	2.74	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.16	1.21
Beverages	1.43	0.82
Non - Ferrous Metals	-	2.29
Financial	-	1.19
Transport Infrastructure	-	1.63
Communication	-	0.48
Retailing	-	3.02
Leisure Services	-	0.87
Energy	-	0.91
Textiles & Apparels	-	0.74