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)	₹6606 Cr	₹71585 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

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month	2.46%	2.52%
6 Month	5.47%	2.84%
1 Year	22.55%	15.2%
3 Year	15.89%	11.42%
5 Year	18.08%	13.75%

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	-	-
1 Year	18.57%	10.5%
3 Year	20.2%	14.7%
5 Year	20.17%	15%

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%	0.54%
Beta	0.9%	0.96%
Alpha	5.28%	0.93%

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	26.15	26.21
Large Cap	39.58	51.15
Small Cap	10.97	3.81
Mid Cap	22.74	18.83

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	26.15	26.21
Petroleum Products	1.96	4.11
IT - Software	13.69	5.51
Capital Markets	1.06	-
Personal Products	1.81	0.97
Construction	3.33	2.53
Finance	5.7	5.68
Diversified FMCG	0.6	-
Banks	6.91	15.55
Pharmaceuticals & Biotechnology	4.48	4.11
Healthcare Services	1.97	1.12
Cement & Cement Products	2.03	2.77
Realty	1.58	0.8
Automobiles	0.91	-
Gas	0.91	-
Electrical Equipment	2.09	-
Fertilizers & Agrochemicals	0.59	-
Industrial Products	3.16	1.53
Consumer Durables	2.57	0.27
Transport Services	0.78	4.19
Aerospace & Defense	0.67	-
Oil	0.79	-
Chemicals & Petrochemicals	3.62	3.75
Telecom - Services	3.61	6.44
Auto Components	3.17	3.42
Power	2.57	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	1.18
Beverages	1.32	0.8
Retailing	-	3.33
Non - Ferrous Metals	-	2.4
Transport Infrastructure	-	1.74
Leisure Services	-	0.82
Textiles & Apparels	-	0.77