SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Kotak Debt Hybrid compare

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)	₹2543 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	1.7	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	1.66%	0.72%
6 Month	8.28%	5.42%
1 Year	18.22%	11.21%
3 Year	11.07%	8.97%
5 Year	12.33%	9.1%

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	-	-
1 Year	7.86%	4.59%
3 Year	19.33%	12.61%
5 Year	34.35%	23.66%

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year	11.24%	8.28%
3 Year	26.95%	19.96%
5 Year	35.71%	25.47%

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%

Scheme 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