Kotak Debt Hybrid vs Parag Parikh Conservative Hybrid Fund Regular compare

Overview

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Fund	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹2757 Cr	₹2033 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	02 Dec 2003	05 May 2021
Category	Conservative	Conservative
Fund Type	Open Ended	Open-ended
Benchmark	CRISIL Hybrid 85+15 Conservative TRI	CRISIL Hybrid 85+15 Conservative TRI
Turn Over	492.24%	%
Expense Ratio	1.68	0.63
Manager	Abhishek Bisen	Rajeev Thakkar
ISIN Code	INF174K01393	INF879O01209
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Month	-1.79%	-0.53%
6 Month	4.95%	5.19%
1 Year	14.33%	14.6%
3 Year	8.96%	10.85%
5 Year	11.16%	-

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month	-	-
1 Year	12.01%	12.52%
3 Year	12.39%	13.06%
5 Year	11.88%	-

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year	9.01%	10.07%
3 Year	8.53%	11.36%
5 Year	8.65%	-

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation	4.23%	3.33%
Sharp	0.92%	1.45%
Beta	0.77%	0.48%
Alpha	2.87%	4.19%

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Name	Abhishek Bisen	Rajeev Thakkar
Total AUM	₹0 Cr	₹0 Cr
Fund Manage	33	5
	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Others	74.58	84.19
Large Cap	18.59	9.96
Mid Cap	2.4	5.07
Small Cap	3.73	0.78

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Others	0.24	48.15
Telecom - Services	1.02	-
Petroleum Products	1.79	-
IT - Software	1.57	-
Personal Products	0.47	-
Financial	6.54	23.83
Banks	4.25	-
Diversified FMCG	1.72	-
Healthcare Services	0.37	-
Cement and Cement Products	0.51	-
Insurance	0.77	-
Construction	0.05	11.91
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	-
Consumer Staples	-	1.99
Technology	-	0
Energy	-	5.86
Metals & Mining	-	1.47
Automobile	-	2.03
Sovereign	-	1.01
Capital Goods	-	1.02
Materials	-	2.22
Unclassified	-	0.51