Kotak Debt Hybrid vs LIC MF CONSERVATIVE HYBRID FUND compare
Kotak Debt Hybrid - Growth
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Fund | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹3052 Cr | ₹50 Cr | ₹50 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 02 Dec 2003 | 02 Jun 2003 | 02 Jun 2003 |
Category | Conservative | Conservative | Conservative |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 492.24% | % | 51% |
Expense Ratio | 1.66 | 2.25 | 2.25 |
Manager | Abhishek Bisen | Pratik Harish Shroff | Pratik Harish Shroff |
ISIN Code | INF174K01393 | INF767K01808 | INF767K01808 |
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 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
1 Month | 1.89% | 1.31% | 1.31% |
6 Month | 2.75% | 1.93% | 1.93% |
1 Year | 9.93% | 8.53% | 8.53% |
3 Year | 10.53% | 6.49% | 6.49% |
5 Year | 12.55% | 7.06% | 7.06% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
6 Month | 2.82% | 1.38% | 1.38% |
1 Year | 6.8% | 4.62% | 4.62% |
3 Year | 11.38% | 7.1% | 7.1% |
5 Year | 10.84% | 6.38% | 6.38% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
1 Year | 9.07% | 7.49% | 7.49% |
3 Year | 8.61% | 6.84% | 6.84% |
5 Year | 8.7% | 6.76% | 6.76% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 4.678% | 3.48% | 3.48% |
Sharp | 0.56% | -0.45% | -0.45% |
Beta | 1.294% | 0.7% | 0.7% |
Alpha | 1.38% | -2.48% | -2.48% |
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Fund Managers
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Name | Abhishek Bisen | Pratik Harish Shroff | Pratik Harish Shroff |
Total AUM | ₹0 Cr | ₹2586 Cr | ₹2586 Cr |
Funds Managed | 33 | 10 | 10 |
Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Debt Hybrid - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Others | 77.54 | 81.84 | 81.84 |
Large Cap | 16.92 | 14.75 | 14.75 |
Small Cap | 3.41 | 3.41 | 3.41 |
Mid Cap | 2.14 | - | - |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Others | 77.43 | 81.84 | 81.84 |
Communication Services | 1.33 | - | - |
Energy | 1.27 | 2.63 | 2.63 |
Technology | 3.23 | 3.39 | 3.39 |
Consumer Cyclical | 3.33 | 0.48 | 0.48 |
Consumer Defensive | 2.23 | 1.45 | 1.45 |
Financial Services | 6.27 | 6.8 | 6.8 |
Healthcare | 1.02 | - | - |
Basic Materials | 0.64 | 3.41 | 3.41 |
Industrials | 1.36 | - | - |
Utilities | 1.79 | - | - |
Real Estate | 0.09 | - | - |
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