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)	₹2999 Cr	₹28 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	2.16
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	1.08%	0.6%
6 Month	3.7%	3.44%
1 Year	12.08%	8.24%
3 Year	9.75%	6.68%
5 Year	11.47%	8.25%

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	-	-
1 Year	9.46%	6.63%
3 Year	11.99%	8.17%
5 Year	11.6%	8.56%

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%

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	75.95	78.63
Large Cap	17.32	17.53
Mid Cap	2.59	2.83
Small Cap	3.49	0.98

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Others	75.95	78.63
Telecom - Services	1.25	1.56
Petroleum Products	1.49	2.13
IT - Software	2.94	2.3
Personal Products	0.22	-
Banks	3.9	6.45
Retailing	0.42	-
Diversified FMCG	1.46	0.71
Healthcare Services	0.41	-
Cement & Cement Products	0.39	0.94
Electrical Equipment	0.17	-
Insurance	0.54	0.54
Construction	0.05	0.79
Industrial Manufacturing	0.65	-
Gas	0.8	-
Finance	1.19	-
Automobiles	2.46	0.97
Food Products	0.72	-
Auto Components	0.89	0.37
Consumer Durables	0.8	-
Leisure Services	0.21	0.42
Power	1.1	0.98
Agricultural, Commercial & Construction Vehicles	0.3	-
Realty	0.13	-
Beverages	0.91	1.01
Pharmaceuticals & Biotechnology	-	1.19
Agricultural Food & other Products	-	0.46
Fertilizers & Agrochemicals	-	0.52