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Kotak Debt Hybrid vs HDFC Hybrid Debt Fund compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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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 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%

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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

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