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Kotak Debt Hybrid vs SBI Conservative Hybrid Fund compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

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Chart Comparison

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

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 Risk Moderately High Risk
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 -0.98% -0.67%
6 Month -0.81% -0.89%
1 Year 6.62% 7.12%
3 Year 9.34% 8.89%
5 Year 10.5% 10.11%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month - -
1 Year 3.23% 2.61%
3 Year 9.97% 8.91%
5 Year 10.27% 9.78%

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 4.497% 3.373%
Sharp 0.672% 0.782%
Beta 1.244% 0.87%
Alpha 1.265% 1.395%

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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
Fund Manage 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 75.95 76.36
Large Cap 17.32 7.42
Mid Cap 2.59 3.48
Small Cap 3.49 12.74

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 75.95 76.36
Telecom - Services 1.25 -
Petroleum Products 1.49 0.49
IT - Software 2.94 2.08
Personal Products 0.22 0.51
Banks 3.9 3.41
Retailing 0.42 -
Diversified FMCG 1.46 0.36
Healthcare Services 0.41 -
Cement & Cement Products 0.39 0.55
Electrical Equipment 0.17 0.4
Insurance 0.54 0.41
Construction 0.05 0.88
Industrial Manufacturing 0.65 0.9
Gas 0.8 -
Finance 1.19 1.56
Automobiles 2.46 -
Food Products 0.72 0.73
Auto Components 0.89 1.32
Consumer Durables 0.8 1.2
Leisure Services 0.21 0.47
Power 1.1 -
Agricultural, Commercial & Construction Vehicles 0.3 -
Realty 0.13 -
Beverages 0.91 -
Capital Markets - 1
Pharmaceuticals & Biotechnology - 0.92
Chemicals & Petrochemicals - 1.09
Transport Infrastructure - 0.74
Agricultural Food & other Products - 0.69
Industrial Products - 2.91
Textiles & Apparels - 0.7
Transport Services - 0.32

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