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) | ₹3111 Cr | ₹107 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 | -1.55% | -0.42% |
6 Month | 4.47% | 4.64% |
1 Year | 1.91% | 2.82% |
3 Year | 9.7% | 6.98% |
5 Year | 10.56% | 6.36% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | -0.92% | -0.18% |
1 Year | 1.34% | 3.21% |
3 Year | 8.35% | 6.97% |
5 Year | 9% | 6.32% |
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 | 4.47% | 3.76% |
Sharp | 0.88% | 0.14% |
Beta | 1.37% | 1.15% |
Alpha | 0.33% | -2.47% |
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 | 78.35 | 89.37 |
Large Cap | 16.38 | 9.27 |
Mid Cap | 2.56 | 1.36 |
Small Cap | 2.71 | - |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 78.08 | 89.37 |
Communication Services | 1.43 | - |
Energy | 1.55 | - |
Technology | 2.62 | 2.01 |
Consumer Cyclical | 2.67 | 5.36 |
Healthcare | 1.85 | - |
Financial Services | 6.42 | 2.33 |
Basic Materials | 0.81 | - |
Utilities | 1.55 | - |
Consumer Defensive | 1.42 | 0.93 |
Industrials | 1.48 | - |
Real Estate | 0.12 | - |
Top Comparisons
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.26%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.45%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns14.43%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.6%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
ICICI Prudential Savings Fund - Growth
3Y Returns7.78%
Mirae Asset Low Duration Fund- Growth
3Y Returns6.93%