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 | ₹911 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 | 0.07% | -0.33% |
| 6 Month | 1.12% | 0.2% |
| 1 Year | 4.97% | 4.57% |
| 3 Year | 9.84% | 7.91% |
| 5 Year | 9.09% | 7.08% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.84% | -0.18% |
| 1 Year | 4.4% | 2.93% |
| 3 Year | 7.79% | 6.6% |
| 5 Year | 8.62% | 6.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.89% | 8.75% |
| 3 Year | 8.93% | 9.57% |
| 5 Year | 8.85% | 9.5% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.23% | 3.21% |
| Sharp | 0.9% | 0.61% |
| Beta | 0.99% | 0.75% |
| Alpha | 0.41% | -0.66% |
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 | 78.15 | 79.65 |
| Large Cap | 16.46 | 13.51 |
| Mid Cap | 2.75 | 1.88 |
| Small Cap | 2.64 | 4.96 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.86 | 77.48 |
| Communication Services | 1.56 | 0.71 |
| Energy | 1.53 | 0.95 |
| Technology | 2.28 | 1.71 |
| Consumer Cyclical | 3.47 | 2.24 |
| Healthcare | 1.94 | 3.43 |
| Financial Services | 6.44 | 5.7 |
| Basic Materials | 0.8 | 1 |
| Real Estate | 0.96 | 0.64 |
| Utilities | 1 | 0.19 |
| Consumer Defensive | 1.54 | 2.93 |
| Industrials | 1.62 | 3.03 |
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