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) | ₹3065 Cr | ₹105 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 | 0.94% | 1.49% |
6 Month | 5.42% | 5.18% |
1 Year | 2.95% | 3.42% |
3 Year | 10.07% | 7.45% |
5 Year | 10.66% | 6.61% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 0.5% | 1.04% |
1 Year | 4.33% | 5.64% |
3 Year | 9.01% | 7.49% |
5 Year | 9.32% | 6.6% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 9.01% | 7.35% |
3 Year | 8.76% | 7.24% |
5 Year | 8.76% | 7.48% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.60% | 3.80% |
Sharp | 0.59% | 0.02% |
Beta | 1.39% | 1.15% |
Alpha | 0.32% | -1.85% |
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 | 78.23 | 88.46 |
Large Cap | 16.73 | 9.89 |
Mid Cap | 2.34 | 1.65 |
Small Cap | 2.7 | - |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 77.94 | 88.46 |
Communication Services | 1.44 | - |
Energy | 1.31 | - |
Technology | 2.67 | 2.08 |
Consumer Cyclical | 3.11 | 6.25 |
Healthcare | 1.85 | - |
Financial Services | 6.36 | 2.29 |
Basic Materials | 0.8 | - |
Utilities | 1.54 | - |
Consumer Defensive | 1.46 | 0.93 |
Industrials | 1.4 | - |
Real Estate | 0.12 | - |
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