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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month 1.28% -4.47%
6 Month 20.55% 6.53%
1 Year 33.82% 24.28%
3 Year 17.91% 10.52%
5 Year 20.58% 14.08%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month - -
1 Year 14.48% 11.94%
3 Year 31.88% 25.31%
5 Year 63.28% 48.06%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year 11.59% 13.89%
3 Year 12.53% 12.29%
5 Year 12.53% 13.38%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation 8.13% 8.66%
Sharp 1.25% 0.63%
Beta 0.9% 0.33%
Alpha 5.28% 1.99%

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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
Fund Manage 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 25.22 27.68
Large Cap 42.49 51.52
Small Cap 11.1 1.96
Mid Cap 20.5 18.84

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 25.12 0.16
Petroleum Products 2.44 6.08
IT - Software 8.07 4.01
Capital Markets 0.63 0.52
Personal Products 1.77 0.99
Construction 3.99 2.36
Finance 6.56 5.59
Diversified FMCG 1.34 -
Banks 8.58 16.67
Pharmaceuticals & Biotechnology 4.09 3.37
Healthcare Services 1.36 1
Cement & Cement Products 1.67 3
Realty 1.8 0.71
Automobiles 2.53 -
Industrial Products 3.6 1.83
Gas 1.09 -
Electrical Equipment 0.88 -
Fertilizers & Agrochemicals 0.62 -
Consumer Durables 3.31 0.3
Transport Services 0.83 4.55
Aerospace & Defense 0.79 -
Oil 1.56 -
Auto Components 6.39 3.31
Chemicals & Petrochemicals 2.15 4.07
Telecom - Services 3.06 5.99
Power 2.47 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 0.97 1.21
Beverages 1.27 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

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