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) | ₹3052 Cr | ₹115 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 | 2% | 2.14% |
6 Month | 2.55% | 3.14% |
1 Year | 9.62% | 9.05% |
3 Year | 10.62% | 7.27% |
5 Year | 12.39% | 7.52% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 2.82% | 3.19% |
1 Year | 6.8% | 7.26% |
3 Year | 11.38% | 8.72% |
5 Year | 10.84% | 7.26% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 9.07% | 7.42% |
3 Year | 8.61% | 7.24% |
5 Year | 8.7% | 7.49% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.678% | 3.891% |
Sharp | 0.56% | -0.227% |
Beta | 1.294% | 1.071% |
Alpha | 1.38% | -1.872% |
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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 | 77.54 | 93.56 |
Large Cap | 16.92 | 5.35 |
Small Cap | 3.41 | - |
Mid Cap | 2.14 | 1.09 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 77.43 | 93.56 |
Communication Services | 1.33 | - |
Energy | 1.27 | - |
Technology | 3.23 | 1.4 |
Consumer Cyclical | 3.33 | 2.26 |
Consumer Defensive | 2.23 | 0.7 |
Financial Services | 6.27 | 2.08 |
Healthcare | 1.02 | - |
Basic Materials | 0.64 | - |
Industrials | 1.36 | - |
Utilities | 1.79 | - |
Real Estate | 0.09 | - |
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