SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon 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) ₹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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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 -

Sector Allocation

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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