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

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	Moderate	Moderate
Asset Size (Cr)	₹2543 Cr	₹51 Cr	₹51 Cr
Min Investment	₹100	₹5000	₹5000
Min SIP Invesment	₹100	₹1000	₹1000
Min Addl Investment	₹100	₹500	₹500
Launch Date	02 Dec 2003	01 Jun 1998	01 Jun 1998
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	1.7	2.25	2.25
Manager	Abhishek Bisen	Pratik Harish Shroff	Pratik Harish Shroff
ISIN Code	INF174K01393	INF767K01808	INF767K01808
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365	Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365	Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Month	1.66%	1.53%	1.53%
6 Month	8.28%	6.86%	6.86%
1 Year	18.22%	10.53%	10.53%
3 Year	11.07%	5.79%	5.79%
5 Year	12.33%	7.29%	7.29%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
6 Month	-	-	-
1 Year	7.86%	4.27%	4.27%
3 Year	19.33%	9.68%	9.68%
5 Year	34.35%	16.96%	16.96%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Year	11.24%	6.27%	6.27%
3 Year	26.95%	14.2%	14.2%
5 Year	35.71%	18.48%	18.48%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Standard Deviation	4.23%	3.48%	3.48%
Sharp	0.92%	-0.35%	-0.35%
Beta	0.77%	0.67%	0.67%
Alpha	2.87%	-1.74%	-1.74%

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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
Fund Manage	33	10	10
	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Others	74.58	81.18	81.18
Large Cap	18.59	18.82	18.82
Mid Cap	2.4	-	-
Small Cap	3.73	-	-

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Others	0.24	24.38	24.38
Telecom - Services	1.02	-	-
Petroleum Products	1.79	-	-
IT - Software	1.57	-	-
Personal Products	0.47	-	-
Financial	6.54	7.77	7.77
Banks	4.25	-	-
Diversified FMCG	1.72	-	-
Healthcare Services	0.37	-	-
Cement and Cement Products	0.51	-	-
Insurance	0.77	-	-
Construction	0.05	-	-
Industrial Manufacturing	0.86	-	-
Gas	1.08	-	-
Finance	1.6	-	-
Automobiles	3.1	-	-
Food Products	0.72	-	-
Entertainment	0.22	-	-
Auto Components	1.26	-	-
Consumer Durables	0.64	-	-
Leisure Services	0.25	-	-
Power	1.26	-	-
Agricultural, Commercial and Constr	0.32	-	-
Realty	0.17	-	-
Beverages	0.82	-	-
Sovereign	-	54.96	54.96
Energy	-	2.31	2.31
Technology	-	4.23	4.23
Consumer Staples	-	3.77	3.77
Automobile	-	2.58	2.58