SBI Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
| 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 | -4.24% | -1.82% |
| 6 Month | -1.75% | -1.89% |
| 1 Year | 15.94% | 11.86% |
| 3 Year | 13.19% | 10.08% |
| 5 Year | 16.64% | 13% |
| Scheme Name | Kotak Equity Hybrid - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.17% | 5.05% |
| 3 Year | 16.63% | 12.95% |
| 5 Year | 17.94% | 13.83% |
| 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% | 0.42% |
| Beta | 0.9% | 0.96% |
| Alpha | 5.28% | 1.01% |
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| 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 |
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