SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
Invest NowSUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
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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) | ₹2757 Cr | ₹27 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 02 Dec 2003 | 01 Mar 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 | 1.68 | 2.14 |
Manager | Abhishek Bisen | Dwijendra Srivastava |
ISIN Code | INF174K01393 | INF903J01HB0 |
Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 | Nil/365 |
Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Month | -1.79% | -0.98% |
6 Month | 4.95% | 4.24% |
1 Year | 14.33% | 10.15% |
3 Year | 8.96% | 6.23% |
5 Year | 11.16% | 8.24% |
Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 12.01% | 8.99% |
3 Year | 12.39% | 8.62% |
5 Year | 11.88% | 8.84% |
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% |
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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Get Free Experts GuidanceScheme 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 |
Scheme Name |
Kotak Debt Hybrid - Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 74.58 | 79.6 |
Large Cap | 18.59 | 20.4 |
Mid Cap | 2.4 | - |
Small Cap | 3.73 | - |
Scheme Name |
Kotak Debt Hybrid - Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 0.24 | 25.17 |
Telecom - Services | 1.02 | - |
Petroleum Products | 1.79 | - |
IT - Software | 1.57 | - |
Personal Products | 0.47 | - |
Financial | 6.54 | 8.56 |
Banks | 4.25 | - |
Diversified FMCG | 1.72 | - |
Healthcare Services | 0.37 | - |
Cement and Cement Products | 0.51 | - |
Insurance | 0.77 | - |
Construction | 0.05 | 2.12 |
Industrial Manufacturing | 0.86 | - |
Gas | 1.08 | - |
Finance | 1.6 | - |
Automobiles | 3.1 | - |
Food Products | 0.72 | - |
Entertainment | 0.22 | - |
Auto Components | 1.26 | - |
Consumer Durables | 0.64 | - |
Leisure Services | 0.25 | - |
Power | 1.26 | - |
Agricultural, Commercial and Constr | 0.32 | - |
Realty | 0.17 | - |
Beverages | 0.82 | - |
Sovereign | - | 53.42 |
Communication | - | 1.43 |
Energy | - | 2.26 |
Technology | - | 1.62 |
Healthcare | - | 1.98 |
Materials | - | 0.75 |
Services | - | 0.94 |
Consumer Staples | - | 1.75 |
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