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) | ₹3124 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 | -0.31% | 0.9% |
| 6 Month | 0.74% | 2.35% |
| 1 Year | 2.98% | 5.48% |
| 3 Year | 9.54% | 7.79% |
| 5 Year | 9.54% | 6.12% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.37% | 1.67% |
| 1 Year | 6.02% | 6.6% |
| 3 Year | 8.69% | 7.5% |
| 5 Year | 9.13% | 6.76% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.92% | 7.24% |
| 3 Year | 8.89% | 7.27% |
| 5 Year | 8.83% | 7.41% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.23% | 3.71% |
| Sharp | 0.86% | 0.26% |
| Beta | 1% | 1.20% |
| Alpha | 0.22% | -1.54% |
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 | 87.64 |
| Large Cap | 16.59 | 10.61 |
| Mid Cap | 2.66 | 1.75 |
| Small Cap | 2.74 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 77.5 | 87.64 |
| Communication Services | 1.57 | - |
| Energy | 1.51 | - |
| Technology | 2.15 | 2.14 |
| Consumer Cyclical | 3.21 | 6.67 |
| Healthcare | 2.12 | - |
| Financial Services | 6.73 | 2.67 |
| Basic Materials | 0.8 | - |
| Utilities | 1.24 | - |
| Consumer Defensive | 1.61 | 0.88 |
| Industrials | 1.43 | - |
| Real Estate | 0.13 | - |
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