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 | Moderately High |
| Asset Size (Cr) | ₹3097 Cr | ₹102 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 | 1.79% | 1.66% |
| 6 Month | 2.7% | 2.49% |
| 1 Year | 5.56% | 5.83% |
| 3 Year | 10.32% | 7.76% |
| 5 Year | 10.75% | 6.53% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.48% | 1.32% |
| 1 Year | 6.71% | 6.7% |
| 3 Year | 9.41% | 7.71% |
| 5 Year | 9.57% | 6.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.96% | 7.31% |
| 3 Year | 8.8% | 7.23% |
| 5 Year | 8.8% | 7.44% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.57% | 3.69% |
| Sharp | 0.72% | 0.18% |
| Beta | 1.46% | 1.16% |
| Alpha | -0.10% | -1.99% |
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 |
| Funds Managed | 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 | 77.82 | 88.15 |
| Large Cap | 17.04 | 10.12 |
| Mid Cap | 2.43 | 1.73 |
| Small Cap | 2.71 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 77.56 | 88.15 |
| Communication Services | 1.41 | - |
| Energy | 1.38 | - |
| Technology | 2.52 | 2.01 |
| Consumer Cyclical | 3.29 | 6.41 |
| Healthcare | 1.79 | - |
| Financial Services | 6.64 | 2.52 |
| Basic Materials | 0.81 | - |
| Utilities | 1.58 | - |
| Consumer Defensive | 1.56 | 0.9 |
| Industrials | 1.32 | - |
| Real Estate | 0.12 | - |
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