Canara Robeco Conservative Hybrid Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3132 Cr | ₹931 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 Dec 2003 | 03 Apr 2001 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 492.24% | 181% |
| Expense Ratio | 1.66 | 1.85 |
| Manager | Abhishek Bisen | Avnish Jain |
| ISIN Code | INF174K01393 | INF760K01282 |
| 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 | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.06% | -0.47% |
| 6 Month | 2.37% | 1.24% |
| 1 Year | 4.44% | 3.78% |
| 3 Year | 9.83% | 7.84% |
| 5 Year | 9.61% | 7.41% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.8% | -0.24% |
| 1 Year | 4.92% | 3.5% |
| 3 Year | 8.41% | 7.07% |
| 5 Year | 9.02% | 7.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.91% | 8.77% |
| 3 Year | 8.92% | 9.59% |
| 5 Year | 8.84% | 9.51% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.23% | 3.21% |
| Sharp | 0.86% | 0.62% |
| Beta | 1% | 0.75% |
| Alpha | 0.22% | -0.61% |
Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Avnish Jain |
| Total AUM | ₹0 Cr | ₹15907 Cr |
| Funds Managed | 33 | 11 |
| Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.99 | 78.9 |
| Large Cap | 16.82 | 13.42 |
| Mid Cap | 2.54 | 2.01 |
| Small Cap | 2.65 | 5.66 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.53 | 77.37 |
| Communication Services | 1.57 | 0.7 |
| Energy | 1.51 | 0.92 |
| Technology | 2.23 | 1.67 |
| Consumer Cyclical | 3.41 | 2.25 |
| Healthcare | 1.99 | 3.42 |
| Financial Services | 6.69 | 5.74 |
| Basic Materials | 0.78 | 0.9 |
| Utilities | 1.22 | 0.19 |
| Consumer Defensive | 1.5 | 2.96 |
| Industrials | 1.43 | 3.23 |
| Real Estate | 0.14 | 0.65 |
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