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) | ₹3108 Cr | ₹117 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 | 0.05% | 0.26% |
6 Month | 3.2% | 4.28% |
1 Year | 7.1% | 6.05% |
3 Year | 12.02% | 8.41% |
5 Year | 11.73% | 7.2% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 2.88% | 2.91% |
1 Year | 6.71% | 7.27% |
3 Year | 10.86% | 8.64% |
5 Year | 10.49% | 7.24% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 9.05% | 7.42% |
3 Year | 8.7% | 7.21% |
5 Year | 8.73% | 7.52% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.61% | 3.89% |
Sharp | 1.03% | 0.37% |
Beta | 1.35% | 1.14% |
Alpha | 0.43% | -2.21% |
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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 | 76.67 | 89.82 |
Large Cap | 17.23 | 8.89 |
Mid Cap | 2.69 | 1.29 |
Small Cap | 3.4 | - |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 76.38 | 89.82 |
Communication Services | 1.38 | - |
Energy | 1.74 | - |
Technology | 2.83 | 2.12 |
Consumer Cyclical | 3.4 | 5.02 |
Healthcare | 1.71 | - |
Financial Services | 7.16 | 2.23 |
Basic Materials | 0.67 | - |
Utilities | 1.61 | - |
Consumer Defensive | 1.41 | 0.81 |
Industrials | 1.58 | - |
Real Estate | 0.12 | - |
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