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 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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