Tata Hybrid Equity Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
| 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) | ₹6042 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 | 1.78 | 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 |
| Scheme Name | Kotak Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.28% | 3.21% |
| 6 Month | 20.55% | 12.58% |
| 1 Year | 33.82% | 25.87% |
| 3 Year | 17.91% | 13.46% |
| 5 Year | 20.58% | 16.65% |
| 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% |
| Scheme Name | Kotak Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.19% | 16.58% |
| 3 Year | 49.37% | 41.09% |
| 5 Year | 69.91% | 56.19% |
| Scheme Name | Kotak Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.13% | 9.21% |
| Sharp | 1.25% | 0.94% |
| Beta | 0.9% | 1.02% |
| Alpha | 5.28% | 2.49% |
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| 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 |
| 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 |
| Scheme Name |
Kotak Equity Hybrid - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 25.12 | 5.93 |
| Banks | 8.58 | - |
| Telecom - Services | 3.06 | - |
| Finance | 6.56 | - |
| IT - Software | 8.07 | - |
| Power | 2.47 | - |
| Construction | 3.99 | 7.14 |
| Petroleum Products | 2.44 | - |
| Auto Components | 6.39 | - |
| Consumer Durables | 3.31 | - |
| Oil | 1.56 | - |
| Automobiles | 2.53 | - |
| Pharmaceuticals & Biotechnology | 4.09 | - |
| Healthcare Services | 1.36 | - |
| Chemicals & Petrochemicals | 2.15 | - |
| Beverages | 1.27 | - |
| Industrial Products | 3.6 | - |
| Gas | 1.09 | - |
| Realty | 1.8 | - |
| Cement & Cement Products | 1.67 | - |
| Insurance | 0.97 | 0.13 |
| Personal Products | 1.77 | - |
| Electrical Equipment | 0.88 | - |
| Transport Services | 0.83 | - |
| Aerospace & Defense | 0.79 | - |
| Diversified FMCG | 1.34 | - |
| Capital Markets | 0.63 | - |
| Fertilizers & Agrochemicals | 0.62 | - |
| Agricultural, Commercial & Construction Vehicles | 0.37 | - |
| Financial | - | 29.11 |
| Energy | - | 10.78 |
| Communication | - | 5.94 |
| Technology | - | 6.06 |
| Consumer Staples | - | 6.55 |
| Chemicals | - | 4 |
| Materials | - | 3.08 |
| Services | - | 5.79 |
| Sovereign | - | 6.07 |
| Automobile | - | 3.13 |
| Healthcare | - | 2.96 |
| Capital Goods | - | 2.65 |
| Metals & Mining | - | 0.68 |
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