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Kotak Debt Hybrid vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Kotak Debt Hybrid - Growth
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3052 Cr | ₹27 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 02 Dec 2003 | 25 Jan 2010 |
| 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% | 252% |
| Expense Ratio | 1.66 | 2.19 |
| Manager | Abhishek Bisen | Dwijendra Srivastava |
| ISIN Code | INF174K01393 | INF903J01HB0 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.6% | 2.57% |
| 6 Month | 2.08% | 2.74% |
| 1 Year | 10.85% | 9.54% |
| 3 Year | 10.57% | 7.84% |
| 5 Year | 12.64% | 9.8% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.28% | 2.75% |
| 1 Year | 6.25% | 7.14% |
| 3 Year | 11.14% | 8.51% |
| 5 Year | 10.73% | 8.4% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.07% | 7.67% |
| 3 Year | 8.61% | 7.96% |
| 5 Year | 8.7% | 7.63% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.678% | 3.55% |
| Sharp | 0.56% | -0.011% |
| Beta | 1.294% | 1.006% |
| Alpha | 1.38% | -0.98% |
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Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 33 | 14 |
| Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 77.54 | 81.82 |
| Large Cap | 16.92 | 16.41 |
| Small Cap | 3.41 | 0 |
| Mid Cap | 2.14 | 1.77 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 77.43 | 81.72 |
| Communication Services | 1.33 | 1.69 |
| Energy | 1.27 | 2 |
| Technology | 3.23 | 2.38 |
| Consumer Cyclical | 3.33 | 1.47 |
| Consumer Defensive | 2.23 | 1.53 |
| Financial Services | 6.27 | 6.99 |
| Healthcare | 1.02 | 0.43 |
| Basic Materials | 0.64 | 1.3 |
| Industrials | 1.36 | 0.48 |
| Utilities | 1.79 | - |
| Real Estate | 0.09 | - |
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