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) | ₹3097 Cr | ₹936 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% | 0.16% |
| 6 Month | 2.03% | 2.88% |
| 1 Year | 4.28% | 4.6% |
| 3 Year | 10.07% | 8.38% |
| 5 Year | 10.52% | 8.1% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.17% | 0.93% |
| 1 Year | 5.76% | 6.25% |
| 3 Year | 8.96% | 8.14% |
| 5 Year | 9.3% | 7.77% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.96% | 8.87% |
| 3 Year | 8.8% | 9.61% |
| 5 Year | 8.8% | 9.52% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.57% | 3.52% |
| Sharp | 0.72% | 0.49% |
| Beta | 1.45% | 1.09% |
| Alpha | -0.28% | -0.96% |
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 | 77.82 | 78.51 |
| Large Cap | 17.04 | 13.28 |
| Mid Cap | 2.43 | 2.59 |
| Small Cap | 2.71 | 5.62 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.56 | 77.04 |
| Communication Services | 1.41 | 0.64 |
| Energy | 1.38 | 0.8 |
| Technology | 2.52 | 1.49 |
| Consumer Cyclical | 3.29 | 2.87 |
| Healthcare | 1.79 | 3.43 |
| Financial Services | 6.64 | 5.47 |
| Basic Materials | 0.81 | 1.24 |
| Utilities | 1.58 | 0.19 |
| Consumer Defensive | 1.56 | 2.97 |
| Industrials | 1.32 | 3.67 |
| Real Estate | 0.12 | 0.19 |
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