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Kotak Debt Hybrid vs HSBC Conservative Hybrid Fund 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 Risk Moderately High Risk
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 -0.98% -2.22%
6 Month -0.81% -1.48%
1 Year 6.62% 9.22%
3 Year 9.34% 7.61%
5 Year 10.5% 7.88%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
6 Month - -
1 Year 2.98% 2.08%
3 Year 9.95% 9.02%
5 Year 10.3% 8.43%

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 4.497% 4.639%
Sharp 0.672% 0.397%
Beta 1.244% 1.191%
Alpha 1.265% 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
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 75.95 78.25
Large Cap 17.32 6.69
Mid Cap 2.59 5.03
Small Cap 3.49 10.03

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

HSBC Conservative Hybrid Fund - Regular Growth

Others 75.95 19.32
Telecom - Services 1.25 -
Petroleum Products 1.49 -
IT - Software 2.94 -
Personal Products 0.22 -
Banks 3.9 -
Retailing 0.42 -
Diversified FMCG 1.46 -
Healthcare Services 0.41 -
Cement & Cement Products 0.39 -
Electrical Equipment 0.17 -
Insurance 0.54 -
Construction 0.05 4.94
Industrial Manufacturing 0.65 -
Gas 0.8 -
Finance 1.19 -
Automobiles 2.46 -
Food Products 0.72 -
Auto Components 0.89 -
Consumer Durables 0.8 -
Leisure Services 0.21 -
Power 1.1 -
Agricultural, Commercial & Construction Vehicles 0.3 -
Realty 0.13 -
Beverages 0.91 -
Sovereign - 52.63
Capital Goods - 11.66
Technology - 1.93
Financial - 5.81
Services - 2.94
Consumer Discretionary - 0.77

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