Parag Parikh Conservative Hybrid Fund Regular vs Kotak Debt Hybrid compare

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)	₹2543 Cr	₹2033 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	02 Dec 2003	05 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	1.7	0.63
Manager	Abhishek Bisen	Rajeev Thakkar
ISIN Code	INF174K01393	INF879O01209
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Month	1.66%	1.09%
6 Month	8.28%	7.43%
1 Year	18.22%	19.37%
3 Year	11.07%	11.9%
5 Year	12.33%	-

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month	-	-
1 Year	7.86%	7.44%
3 Year	19.33%	20.11%
5 Year	34.35%	20.51%

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year	11.24%	9.63%
3 Year	26.95%	21.51%
5 Year	35.71%	21.53%

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation	4.23%	3.33%
Sharp	0.92%	1.45%
Beta	0.77%	0.48%
Alpha	2.87%	4.19%

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Name	Abhishek Bisen	Rajeev Thakkar
Total AUM	₹0 Cr	₹0 Cr
Fund Manage	33	5
	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Others	74.58	84.19
Large Cap	18.59	9.96
Mid Cap	2.4	5.07
Small Cap	3.73	0.78

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Others	0.24	48.15
Financial	6.54	23.83
Automobiles	3.1	-
Finance	1.6	-
Diversified FMCG	1.72	-
Power	1.26	-
Gas	1.08	-
Petroleum Products	1.79	-
Telecom - Services	1.02	-
Banks	4.25	-
IT - Software	1.57	-
Insurance	0.77	-
Auto Components	1.26	-
Beverages	0.82	-
Cement and Cement Products	0.51	-
Industrial Manufacturing	0.86	-
Consumer Durables	0.64	-
Food Products	0.72	-
Healthcare Services	0.37	-
Agricultural, Commercial and Constr	0.32	-
Personal Products	0.47	-
Entertainment	0.22	-
Realty	0.17	-
Leisure Services	0.25	-
Construction	0.05	11.91
Energy	-	5.86
Materials	-	2.22
Automobile	-	2.03
Consumer Staples	-	1.99
Metals & Mining	-	1.47
Capital Goods	-	1.02
Sovereign	-	1.01
Unclassified	-	0.51
Technology	-	0