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BANDHAN Regular Savings Fund vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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