SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Kotak Debt Hybrid compare

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Kotak Debt Hybrid - Growth

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SUNDARAM 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	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)	₹3052 Cr	₹27 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹100	₹500
Launch Date	02 Dec 2003	25 Jan 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	1.66	2.19
Manager	Abhishek Bisen	Dwijendra Srivastava
ISIN Code	INF174K01393	INF903J01HB0
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	Data not available./365

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month	3.24%	2.56%
6 Month	-1.23%	-0.1%
1 Year	8.44%	6.51%
3 Year	9.74%	7.06%
5 Year	12.84%	9.73%

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	0.59%	1.06%
1 Year	4.03%	4.47%
3 Year	10.58%	7.79%
5 Year	10.48%	8.04%

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year	9.07%	7.67%
3 Year	8.61%	7.96%
5 Year	8.7%	7.63%

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation	4.678%	3.55%
Sharp	0.56%	-0.011%
Beta	1.294%	1.006%
Alpha	1.38%	-0.98%

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Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name	Abhishek Bisen	Dwijendra Srivastava
Total AUM	₹0 Cr	₹14140 Cr
Funds Managed	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	77.54	81.82
Large Cap	16.92	16.41
Small Cap	3.41	0
Mid Cap	2.14	1.77

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Others	77.43	81.72
Communication Services	1.33	1.69
Energy	1.27	2
Technology	3.23	2.38
Consumer Cyclical	3.33	1.47
Consumer Defensive	2.23	1.53
Financial Services	6.27	6.99
Healthcare	1.02	0.43
Basic Materials	0.64	1.3
Industrials	1.36	0.48
Utilities	1.79	-
Real Estate	0.09	-