Parag Parikh Conservative Hybrid Fund Regular vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Fund | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹3052 Cr | ₹2398 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 02 Dec 2003 | 26 May 2021 |
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% | % |
Expense Ratio | 1.66 | 0.65 |
Manager | Abhishek Bisen | Rajeev Thakkar |
ISIN Code | INF174K01393 | INF879O01209 |
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 | Parag Parikh 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 | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
1 Month | 2.13% | 2.03% |
6 Month | 2.78% | 4.04% |
1 Year | 9.76% | 10.6% |
3 Year | 10.58% | 11.56% |
5 Year | 12.56% | - |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
6 Month | 2.82% | 3.21% |
1 Year | 6.8% | 9.59% |
3 Year | 11.38% | 12.54% |
5 Year | 10.84% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
1 Year | 9.07% | 11.19% |
3 Year | 8.61% | 11.19% |
5 Year | 8.7% | - |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Standard Deviation | 4.678% | 3.23% |
Sharp | 0.56% | 1.412% |
Beta | 1.294% | 0.76% |
Alpha | 1.38% | 3.435% |
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Fund Managers
Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Name | Abhishek Bisen | Rajeev Thakkar |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 33 | 5 |
Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Debt Hybrid - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Others | 77.54 | 88.04 |
Large Cap | 16.92 | 8.04 |
Small Cap | 3.41 | 1.71 |
Mid Cap | 2.14 | 2.22 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Others | 77.43 | 88.04 |
Communication Services | 1.33 | - |
Energy | 1.27 | 5.13 |
Technology | 3.23 | 0.03 |
Consumer Cyclical | 3.33 | 0.96 |
Consumer Defensive | 2.23 | 1.78 |
Financial Services | 6.27 | 1.18 |
Healthcare | 1.02 | - |
Basic Materials | 0.64 | 1.07 |
Industrials | 1.36 | 0.05 |
Utilities | 1.79 | 1.77 |
Real Estate | 0.09 | - |
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