HSBC Conservative Hybrid Fund vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon HSBC Conservative Hybrid Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
Fund Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹2757 Cr ₹122 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 02 Dec 2003 24 Feb 2004
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI
Turn Over 492.24% 27%
Expense Ratio 1.68 2.17
Manager Abhishek Bisen Mahesh A Chhabria
ISIN Code INF174K01393 INF336L01099
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
1 Month 1.66% 1.06%
6 Month 8.28% 10.55%
1 Year 18.22% 17.97%
3 Year 11.07% 9.02%
5 Year 12.33% 9.38%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
6 Month - -
1 Year 7.86% 8.49%
3 Year 19.33% 17.43%
5 Year 34.35% 26.97%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
1 Year 9.05% 9.14%
3 Year 8.53% 8.4%
5 Year 8.67% 8.78%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation 4.23% 4.11%
Sharp 0.92% 0.6%
Beta 0.77% 0.81%
Alpha 2.87% 1.4%

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Fund Managers

Scheme Name Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
Name Abhishek Bisen Mahesh A Chhabria
Total AUM ₹0 Cr ₹15021 Cr
Fund Manage 33 9
Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth

Market Cap

Scheme Name

Kotak Debt Hybrid - Growth

HSBC Conservative Hybrid Fund - Regular Growth

Others 74.58 78.25
Large Cap 18.59 6.69
Mid Cap 2.4 5.03
Small Cap 3.73 10.03

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

HSBC Conservative Hybrid Fund - Regular Growth

Others 0.24 19.32
Telecom - Services 1.02 -
Petroleum Products 1.79 -
IT - Software 1.57 -
Personal Products 0.47 -
Financial 6.54 5.81
Banks 4.25 -
Diversified FMCG 1.72 -
Healthcare Services 0.37 -
Cement and Cement Products 0.51 -
Insurance 0.77 -
Construction 0.05 4.94
Industrial Manufacturing 0.86 -
Gas 1.08 -
Finance 1.6 -
Automobiles 3.1 -
Food Products 0.72 -
Entertainment 0.22 -
Auto Components 1.26 -
Consumer Durables 0.64 -
Leisure Services 0.25 -
Power 1.26 -
Agricultural, Commercial and Constr 0.32 -
Realty 0.17 -
Beverages 0.82 -
Sovereign - 52.63
Capital Goods - 11.66
Technology - 1.93
Services - 2.94
Consumer Discretionary - 0.77

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