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) | ₹3132 Cr | ₹103 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 | 0.47% | 0.36% |
| 6 Month | 1.69% | 2.01% |
| 1 Year | 5.26% | 6.69% |
| 3 Year | 10.11% | 7.94% |
| 5 Year | 9.54% | 5.96% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.3% | 1.73% |
| 1 Year | 5.47% | 6.36% |
| 3 Year | 8.39% | 7.38% |
| 5 Year | 9.01% | 6.76% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.91% | 7.23% |
| 3 Year | 8.92% | 7.28% |
| 5 Year | 8.84% | 7.4% |
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 | 77.99 | 87.42 |
| Large Cap | 16.82 | 10.82 |
| Mid Cap | 2.54 | 1.75 |
| Small Cap | 2.65 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 77.53 | 87.42 |
| Communication Services | 1.57 | - |
| Energy | 1.51 | - |
| Technology | 2.23 | 2.17 |
| Consumer Cyclical | 3.41 | 6.82 |
| Healthcare | 1.99 | - |
| Financial Services | 6.69 | 2.71 |
| Basic Materials | 0.78 | - |
| Utilities | 1.22 | - |
| Consumer Defensive | 1.5 | 0.88 |
| Industrials | 1.43 | - |
| Real Estate | 0.14 | - |
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