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) | ₹3132 Cr | ₹103 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 | 0.77% | 0.74% |
| 6 Month | 1.86% | 2.27% |
| 1 Year | 5.11% | 6.65% |
| 3 Year | 10.14% | 8.05% |
| 5 Year | 9.55% | 6.01% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.8% | 2.14% |
| 1 Year | 6.42% | 7.19% |
| 3 Year | 8.54% | 7.57% |
| 5 Year | 9.07% | 6.84% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.89% | 7.22% |
| 3 Year | 8.93% | 7.28% |
| 5 Year | 8.85% | 7.39% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.23% | 3.36% |
| Sharp | 0.86% | 0.5% |
| Beta | 1% | 0.86% |
| Alpha | 0.22% | -1.33% |
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 | 77.59 | 87.39 |
| Large Cap | 15.66 | 10.86 |
| Mid Cap | 4.25 | 1.75 |
| Small Cap | 2.5 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 77.54 | 87.39 |
| Telecom - Services | 1.56 | - |
| Petroleum Products | 1.51 | - |
| IT - Software | 2.13 | 2.17 |
| Retailing | 0.46 | - |
| Healthcare Services | 0.93 | - |
| Banks | 5.67 | 1.49 |
| Pharmaceuticals & Biotechnology | 1.06 | - |
| Cement & Cement Products | 0.35 | - |
| Insurance | 0.17 | - |
| Construction | 0.05 | - |
| Gas | 0.37 | - |
| Finance | 0.8 | 1.22 |
| Diversified FMCG | 0.28 | - |
| Automobiles | 2.74 | 2.42 |
| Auto Components | 0.07 | 1.57 |
| Food Products | 0.57 | - |
| Consumer Durables | 0.62 | 2.86 |
| Fertilizers & Agrochemicals | 0.11 | - |
| Transport Services | 0.47 | - |
| Power | 0.85 | - |
| Agricultural, Commercial & Construction Vehicles | 0.36 | - |
| Leisure Services | 0.14 | - |
| Realty | 0.14 | - |
| Industrial Manufacturing | 0.4 | - |
| Beverages | 0.65 | - |
| Personal Products | - | 0.88 |
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