Kotak Debt Hybrid vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon SUNDARAM 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 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) ₹2999 Cr ₹28 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 2.16
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 0.87% 0.26%
6 Month 3.58% 3.04%
1 Year 12.24% 8.21%
3 Year 9.9% 6.74%
5 Year 11.34% 8.2%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 9.46% 6.63%
3 Year 11.99% 8.17%
5 Year 11.6% 8.56%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 9.01% 7.64%
3 Year 8.53% 8.12%
5 Year 8.65% 7.37%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 4.23% 4.91%
Sharp 0.92% 0.48%
Beta 0.77% 0.7%
Alpha 2.87% 1.37%

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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
Fund Manage 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 75.95 78.63
Large Cap 17.32 17.53
Mid Cap 2.59 2.83
Small Cap 3.49 0.98

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 75.95 78.63
Telecom - Services 1.25 1.56
Petroleum Products 1.49 2.13
IT - Software 2.94 2.3
Personal Products 0.22 -
Banks 3.9 6.45
Retailing 0.42 -
Diversified FMCG 1.46 0.71
Healthcare Services 0.41 -
Cement & Cement Products 0.39 0.94
Electrical Equipment 0.17 -
Insurance 0.54 0.54
Construction 0.05 0.79
Industrial Manufacturing 0.65 -
Gas 0.8 -
Finance 1.19 -
Automobiles 2.46 0.97
Food Products 0.72 -
Auto Components 0.89 0.37
Consumer Durables 0.8 -
Leisure Services 0.21 0.42
Power 1.1 0.98
Agricultural, Commercial & Construction Vehicles 0.3 -
Realty 0.13 -
Beverages 0.91 1.01
Pharmaceuticals & Biotechnology - 1.19
Agricultural Food & other Products - 0.46
Fertilizers & Agrochemicals - 0.52

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