BANDHAN Regular Savings Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderately High Risk |
Asset Size (Cr) | ₹3052 Cr | ₹115 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 02 Dec 2003 | 25 Feb 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative Index |
Turn Over | 492.24% | 78% |
Expense Ratio | 1.66 | 2.01 |
Manager | Abhishek Bisen | Harshal Joshi |
ISIN Code | INF174K01393 | INF194K01RW9 |
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 | Bandhan Conservative Hybrid Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | -0.47% | 0.31% |
6 Month | 0.41% | 0.55% |
1 Year | 7.05% | 6.85% |
3 Year | 9.33% | 5.73% |
5 Year | 10.52% | 5.82% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.23% | 3.59% |
3 Year | 9.97% | 7.01% |
5 Year | 10.27% | 6.37% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 9.07% | 7.42% |
3 Year | 8.61% | 7.24% |
5 Year | 8.7% | 7.49% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.23% | 3.36% |
Sharp | 0.92% | -0.03% |
Beta | 0.77% | 0.69% |
Alpha | 2.87% | -1.11% |
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Fund Managers
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Harshal Joshi |
Total AUM | ₹0 Cr | ₹42965 Cr |
Fund Manage | 33 | 20 |
Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 75.95 | 93.18 |
Large Cap | 17.32 | 5.81 |
Mid Cap | 2.59 | 1.01 |
Small Cap | 3.49 | - |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 75.95 | 93.18 |
Telecom - Services | 1.25 | - |
Petroleum Products | 1.49 | - |
IT - Software | 2.94 | 1.56 |
Personal Products | 0.22 | 0.85 |
Banks | 3.9 | 1.18 |
Retailing | 0.42 | - |
Diversified FMCG | 1.46 | - |
Healthcare Services | 0.41 | - |
Cement & Cement Products | 0.39 | - |
Electrical Equipment | 0.17 | - |
Insurance | 0.54 | - |
Construction | 0.05 | - |
Industrial Manufacturing | 0.65 | - |
Gas | 0.8 | - |
Finance | 1.19 | 0.77 |
Automobiles | 2.46 | 1.45 |
Food Products | 0.72 | - |
Auto Components | 0.89 | 1.01 |
Consumer Durables | 0.8 | - |
Leisure Services | 0.21 | - |
Power | 1.1 | - |
Agricultural, Commercial & Construction Vehicles | 0.3 | - |
Realty | 0.13 | - |
Beverages | 0.91 | - |
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