Tata Hybrid Equity Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Invest NowTata Hybrid Equity Fund- Regular Plan - Growth Option
Invest NowChart 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) | ₹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 |
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% |
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 | 11.59% | 11.58% |
3 Year | 12.53% | 13.79% |
5 Year | 12.53% | 13.81% |
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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Get Free Experts GuidanceScheme 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 |
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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