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LIC MF CONSERVATIVE HYBRID FUND vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

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tortoise-icon LIC MF 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 LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Fund Kotak Debt Hybrid - Growth LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderately High
Asset Size (Cr) ₹3052 Cr ₹50 Cr ₹50 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 02 Dec 2003 02 Jun 2003 02 Jun 2003
Category Conservative Conservative Conservative
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI
Turn Over 492.24% % 51%
Expense Ratio 1.66 2.25 2.25
Manager Abhishek Bisen Pratik Harish Shroff Pratik Harish Shroff
ISIN Code INF174K01393 INF767K01808 INF767K01808
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 LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Month 3.24% 1.45% 1.45%
6 Month -1.23% -0.55% -0.55%
1 Year 8.44% 6.89% 6.89%
3 Year 9.74% 5.58% 5.58%
5 Year 12.84% 7.12% 7.12%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
6 Month 0.59% 0.09% 0.09%
1 Year 4.03% 3.4% 3.4%
3 Year 10.58% 6.58% 6.58%
5 Year 10.48% 6.12% 6.12%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Year 9.07% 7.49% 7.49%
3 Year 8.61% 6.84% 6.84%
5 Year 8.7% 6.76% 6.76%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Standard Deviation 4.678% 3.48% 3.48%
Sharp 0.56% -0.24% -0.24%
Beta 1.294% 0.72% 0.72%
Alpha 1.38% -1.99% -1.99%

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Fund Managers

Scheme Name Kotak Debt Hybrid - Growth LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Name Abhishek Bisen Pratik Harish Shroff Pratik Harish Shroff
Total AUM ₹0 Cr ₹2586 Cr ₹2586 Cr
Funds Managed 33 10 10
Kotak Debt Hybrid - Growth LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Debt Hybrid - Growth

LIC MF CONSERVATIVE HYBRID FUND-Growth

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Others 77.54 81.46 81.46
Large Cap 16.92 14.85 14.85
Small Cap 3.41 3.69 3.69
Mid Cap 2.14 - -

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

LIC MF CONSERVATIVE HYBRID FUND-Growth

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Others 77.43 81.46 81.46
Communication Services 1.33 - -
Energy 1.27 2.54 2.54
Technology 3.23 3.63 3.63
Consumer Cyclical 3.33 0.47 0.47
Consumer Defensive 2.23 1.46 1.46
Financial Services 6.27 6.75 6.75
Healthcare 1.02 - -
Basic Materials 0.64 3.69 3.69
Industrials 1.36 - -
Utilities 1.79 - -
Real Estate 0.09 - -

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