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SBI Conservative Hybrid Fund vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon SBI 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 SBI Conservative Hybrid Fund - Regular Plan - Growth
Fund Kotak Debt Hybrid - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3052 Cr ₹9761 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 02 Dec 2003 23 Mar 2001
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 492.24% 252%
Expense Ratio 1.66 1.54
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174K01393 INF200K01859
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 SBI 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 SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Month 3.14% 2.65%
6 Month -1.18% -0.38%
1 Year 8.44% 8.57%
3 Year 10.01% 9.74%
5 Year 12.91% 12.48%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month 0.59% 0.73%
1 Year 4.03% 3.9%
3 Year 10.58% 9.68%
5 Year 10.48% 10.11%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Year 9.07% 8.51%
3 Year 8.61% 8.46%
5 Year 8.7% 8.38%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 4.678% 3.514%
Sharp 0.56% 0.648%
Beta 1.294% 0.906%
Alpha 1.38% 1.401%

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Fund Managers

Scheme Name Kotak Debt Hybrid - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth
Name Abhishek Bisen Pradeep Kesavan
Total AUM ₹0 Cr ₹434274 Cr
Funds Managed 33 43
Kotak Debt Hybrid - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Debt Hybrid - Growth

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 77.54 79.59
Large Cap 16.92 8.47
Small Cap 3.41 9.61
Mid Cap 2.14 2.32

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 77.43 79.59
Communication Services 1.33 -
Energy 1.27 0.47
Technology 3.23 2.54
Consumer Cyclical 3.33 2.57
Consumer Defensive 2.23 1.68
Financial Services 6.27 7.63
Healthcare 1.02 0.74
Basic Materials 0.64 1.26
Industrials 1.36 3.51
Utilities 1.79 -
Real Estate 0.09 -

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