HDFC Hybrid Debt Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
HDFC Hybrid Debt Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Fund | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderately High Risk |
Asset Size (Cr) | ₹3052 Cr | ₹3293 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 02 Dec 2003 | 26 Dec 2003 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 492.24% | 11.39% |
Expense Ratio | 1.66 | 1.77 |
Manager | Abhishek Bisen | Dhruv Muchhal |
ISIN Code | INF174K01393 | INF179K01AE4 |
Exits Load | Kotak Debt Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 | HDFC Hybrid Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
1 Month | -0.98% | -0.41% |
6 Month | -0.81% | -0.38% |
1 Year | 6.62% | 6.45% |
3 Year | 9.34% | 9.62% |
5 Year | 10.5% | 10.18% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | 3.23% | 3.31% |
3 Year | 9.97% | 9.88% |
5 Year | 10.27% | 10.41% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
1 Year | 9.07% | 10.2% |
3 Year | 8.61% | 10.46% |
5 Year | 8.7% | 10.1% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Standard Deviation | 4.497% | 3.954% |
Sharp | 0.672% | 0.82% |
Beta | 1.244% | 1.102% |
Alpha | 1.265% | 1.671% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Name | Abhishek Bisen | Dhruv Muchhal |
Total AUM | ₹0 Cr | ₹520687 Cr |
Fund Manage | 33 | 40 |
Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak Debt Hybrid - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Others | 75.95 | 77.29 |
Large Cap | 17.32 | 18.49 |
Mid Cap | 2.59 | 2.18 |
Small Cap | 3.49 | 2.04 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Others | 75.95 | 77.29 |
Telecom - Services | 1.25 | 0.97 |
Petroleum Products | 1.49 | 1.26 |
IT - Software | 2.94 | 2.33 |
Personal Products | 0.22 | - |
Banks | 3.9 | 7.21 |
Retailing | 0.42 | - |
Diversified FMCG | 1.46 | 0.81 |
Healthcare Services | 0.41 | - |
Cement & Cement Products | 0.39 | - |
Electrical Equipment | 0.17 | - |
Insurance | 0.54 | 0.37 |
Construction | 0.05 | 0.85 |
Industrial Manufacturing | 0.65 | 0.43 |
Gas | 0.8 | 0.35 |
Finance | 1.19 | 0.54 |
Automobiles | 2.46 | 0.66 |
Food Products | 0.72 | - |
Auto Components | 0.89 | 0.38 |
Consumer Durables | 0.8 | - |
Leisure Services | 0.21 | - |
Power | 1.1 | 1.39 |
Agricultural, Commercial & Construction Vehicles | 0.3 | - |
Realty | 0.13 | 0.6 |
Beverages | 0.91 | - |
Transport Services | - | 0.49 |
Pharmaceuticals & Biotechnology | - | 2.44 |
Aerospace & Defense | - | 0.32 |
Oil | - | 0.32 |
Industrial Products | - | 0.55 |
Consumable Fuels | - | 0.34 |
Paper, Forest & Jute Products | - | 0.1 |
Top Comparisons
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns6.61%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.56%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.58%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.56%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns16.3%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns16.62%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns16.62%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns12.4%