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)	₹6042 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	1.78	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	1.28%	4.94%
6 Month	20.55%	16.62%
1 Year	33.82%	25.15%
3 Year	17.91%	12.47%
5 Year	20.58%	16.13%

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%

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	20.19%	15.69%
3 Year	49.37%	37.37%
5 Year	69.91%	51.97%

Scheme Name	Kotak Equity Hybrid - Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	8.13%	8.66%
Sharp	1.25%	0.65%
Beta	0.9%	0.94%
Alpha	5.28%	1.2%

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

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