Kotak Debt Hybrid vs SBI Conservative Hybrid Fund compare
Kotak Debt Hybrid - Growth
SBI Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹3052 Cr | ₹9761 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 02 Dec 2003 | 23 Mar 2001 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 492.24% | 252% |
Expense Ratio | 1.66 | 1.54 |
Manager | Abhishek Bisen | Pradeep Kesavan |
ISIN Code | INF174K01393 | INF200K01859 |
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 | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.24% | 2.71% |
6 Month | -1.23% | -0.52% |
1 Year | 8.44% | 8.57% |
3 Year | 9.74% | 9.55% |
5 Year | 12.84% | 12.51% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.59% | 0.73% |
1 Year | 4.03% | 3.9% |
3 Year | 10.58% | 9.68% |
5 Year | 10.48% | 10.11% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.07% | 8.51% |
3 Year | 8.61% | 8.46% |
5 Year | 8.7% | 8.38% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.678% | 3.514% |
Sharp | 0.56% | 0.648% |
Beta | 1.294% | 0.906% |
Alpha | 1.38% | 1.401% |
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Fund Managers
Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Funds Managed | 33 | 43 |
Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Debt Hybrid - Growth |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 77.54 | 79.59 |
Large Cap | 16.92 | 8.47 |
Small Cap | 3.41 | 9.61 |
Mid Cap | 2.14 | 2.32 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 77.43 | 79.59 |
Communication Services | 1.33 | - |
Energy | 1.27 | 0.47 |
Technology | 3.23 | 2.54 |
Consumer Cyclical | 3.33 | 2.57 |
Consumer Defensive | 2.23 | 1.68 |
Financial Services | 6.27 | 7.63 |
Healthcare | 1.02 | 0.74 |
Basic Materials | 0.64 | 1.26 |
Industrials | 1.36 | 3.51 |
Utilities | 1.79 | - |
Real Estate | 0.09 | - |
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