Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BANDHAN Regular Savings Fund vs Kotak Debt Hybrid compare

Link copied to clipboard!

tortoise-icon Kotak Debt Hybrid - Growth

Invest Now

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

Invest Now

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) ₹3097 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 1.79% 1.66%
6 Month 2.7% 2.49%
1 Year 5.56% 5.83%
3 Year 10.32% 7.76%
5 Year 10.75% 6.53%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
6 Month 1.48% 1.32%
1 Year 6.71% 6.7%
3 Year 9.41% 7.71%
5 Year 9.57% 6.82%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
1 Year 8.96% 7.31%
3 Year 8.8% 7.23%
5 Year 8.8% 7.44%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation 4.57% 3.69%
Sharp 0.72% 0.18%
Beta 1.46% 1.16%
Alpha -0.10% -1.99%

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 77.82 88.15
Large Cap 17.04 10.12
Mid Cap 2.43 1.73
Small Cap 2.71 -

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

Others 77.56 88.15
Communication Services 1.41 -
Energy 1.38 -
Technology 2.52 2.01
Consumer Cyclical 3.29 6.41
Healthcare 1.79 -
Financial Services 6.64 2.52
Basic Materials 0.81 -
Utilities 1.58 -
Consumer Defensive 1.56 0.9
Industrials 1.32 -
Real Estate 0.12 -

Top Comparisons

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns18.7%

VS

LIC MF Multi Cap Fund Regular - Growth LIC MF Multi Cap Fund Regular - Growth

3Y Returns0%

Compare Now

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns9.4%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns14.85%

Compare Now

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns7.17%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.91%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns13.07%

VS

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns26.56%

Compare Now
Add to Cart Successfully