Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Debt Hybrid vs LIC MF CONSERVATIVE HYBRID FUND compare

Link copied to clipboard!

tortoise-icon Kotak Debt Hybrid - Growth

Invest Now

tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

Invest Now

tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Invest Now

Chart Comparison

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

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 - -

Top Comparisons

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns18.47%

VS

Mirae Asset Multi Asset Allocation Fund-Reg (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns17.24%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns18.02%

Compare Now

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns10.27%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns10.94%

Compare Now

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns18.69%

VS

UTI Value Fund- Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option

3Y Returns18.08%

Compare Now
Add to Cart Successfully