Kotak Debt Hybrid vs HSBC Conservative Hybrid Fund compare
Kotak Debt Hybrid - Growth
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹3052 Cr | ₹151 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 | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
Turn Over | 492.24% | 27% |
Expense Ratio | 1.66 | 2.17 |
Manager | Abhishek Bisen | Mahesh A Chhabria |
ISIN Code | INF174K01393 | INF336L01099 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 2.6% | 2.59% |
6 Month | 2.08% | 1.71% |
1 Year | 10.85% | 11.31% |
3 Year | 10.57% | 9.46% |
5 Year | 12.64% | 10.01% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 2.28% | 1.39% |
1 Year | 6.25% | 4.91% |
3 Year | 11.14% | 10.68% |
5 Year | 10.73% | 9.24% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 9.07% | 9.26% |
3 Year | 8.61% | 8.41% |
5 Year | 8.7% | 8.8% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 4.678% | 4.639% |
Sharp | 0.56% | 0.397% |
Beta | 1.294% | 1.191% |
Alpha | 1.38% | 0.18% |
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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 |
Funds Managed | 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 | 77.54 | 78.18 |
Large Cap | 16.92 | 9.58 |
Small Cap | 3.41 | 6.48 |
Mid Cap | 2.14 | 5.77 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Others | 77.43 | 78.18 |
Communication Services | 1.33 | - |
Energy | 1.27 | - |
Technology | 3.23 | 1.23 |
Consumer Cyclical | 3.33 | 6.53 |
Consumer Defensive | 2.23 | - |
Financial Services | 6.27 | 1.2 |
Healthcare | 1.02 | 0.59 |
Basic Materials | 0.64 | 0.64 |
Industrials | 1.36 | 10.75 |
Utilities | 1.79 | - |
Real Estate | 0.09 | 0.88 |
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