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 | 0.3% | 0.27% |
| 6 Month | 0.94% | 1.84% |
| 1 Year | 4.6% | 6.36% |
| 3 Year | 9.72% | 7.9% |
| 5 Year | 9.13% | 5.77% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.84% | 1.34% |
| 1 Year | 4.4% | 5.66% |
| 3 Year | 7.79% | 7.06% |
| 5 Year | 8.62% | 6.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.89% | 7.21% |
| 3 Year | 8.93% | 7.29% |
| 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 | 0.9% | 0.56% |
| Beta | 0.99% | 0.85% |
| Alpha | 0.41% | -1.11% |
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 | 78.15 | 87.42 |
| Large Cap | 16.46 | 10.82 |
| Mid Cap | 2.75 | 1.75 |
| Small Cap | 2.64 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 76.86 | 87.42 |
| Communication Services | 1.56 | - |
| Energy | 1.53 | - |
| Technology | 2.28 | 2.17 |
| Consumer Cyclical | 3.47 | 6.82 |
| Healthcare | 1.94 | - |
| Financial Services | 6.44 | 2.71 |
| Basic Materials | 0.8 | - |
| Real Estate | 0.96 | - |
| Utilities | 1 | - |
| Consumer Defensive | 1.54 | 0.88 |
| Industrials | 1.62 | - |
Top Comparisons
ICICI Prudential Multicap Fund - Growth
3Y Returns19.19%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns24.82%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns25.23%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns14.41%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.68%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns7.03%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns7.15%