Tata Hybrid Equity Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund Kotak Equity Hybrid - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6509 Cr ₹3917 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 25 Nov 1999 08 Oct 1995
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% 4.76%
Expense Ratio 1.77 1.93
Manager Harsha Upadhyaya Murthy Nagarajan
ISIN Code INF174K01E92 INF277K01303
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 more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 1.28% -3.91%
6 Month 20.55% 8.05%
1 Year 33.82% 27.59%
3 Year 17.91% 12.3%
5 Year 20.58% 14.84%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 14.48% 11.33%
3 Year 31.88% 26.53%
5 Year 63.28% 51.49%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 11.59% 11.58%
3 Year 12.53% 13.79%
5 Year 12.53% 13.81%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 8.13% 9.21%
Sharp 1.25% 0.76%
Beta 0.9% 0.16%
Alpha 5.28% 5.4%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Harsha Upadhyaya Murthy Nagarajan
Total AUM ₹139411 Cr ₹18015 Cr
Fund Manage 11 11
Kotak Equity Hybrid - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 25.22 25.51
Large Cap 42.49 55.94
Small Cap 11.1 7.29
Mid Cap 20.5 11.26

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 25.12 5.93
Petroleum Products 2.44 -
IT - Software 8.07 -
Capital Markets 0.63 -
Personal Products 1.77 -
Construction 3.99 7.14
Finance 6.56 -
Diversified FMCG 1.34 -
Banks 8.58 -
Pharmaceuticals & Biotechnology 4.09 -
Healthcare Services 1.36 -
Cement & Cement Products 1.67 -
Realty 1.8 -
Automobiles 2.53 -
Industrial Products 3.6 -
Gas 1.09 -
Electrical Equipment 0.88 -
Fertilizers & Agrochemicals 0.62 -
Consumer Durables 3.31 -
Transport Services 0.83 -
Aerospace & Defense 0.79 -
Oil 1.56 -
Auto Components 6.39 -
Chemicals & Petrochemicals 2.15 -
Telecom - Services 3.06 -
Power 2.47 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 0.97 0.13
Beverages 1.27 -
Sovereign - 6.07
Automobile - 3.13
Communication - 5.94
Energy - 10.78
Technology - 6.06
Materials - 3.08
Financial - 29.11
Healthcare - 2.96
Consumer Staples - 6.55
Metals & Mining - 0.68
Capital Goods - 2.65
Chemicals - 4
Services - 5.79

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