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) | ₹3124 Cr | ₹941 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 | -0.19% | -0.08% |
| 6 Month | 1.61% | 1.85% |
| 1 Year | 6.06% | 5.7% |
| 3 Year | 10.13% | 8.21% |
| 5 Year | 10.25% | 7.87% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.02% | 0.53% |
| 1 Year | 5.56% | 5.5% |
| 3 Year | 8.76% | 7.81% |
| 5 Year | 9.16% | 7.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.94% | 8.82% |
| 3 Year | 8.86% | 9.63% |
| 5 Year | 8.82% | 9.51% |
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 | 77.65 | 78.19 |
| Large Cap | 16.97 | 13.4 |
| Mid Cap | 2.7 | 2.57 |
| Small Cap | 2.68 | 5.84 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.27 | 76.66 |
| Communication Services | 1.53 | 0.69 |
| Energy | 1.48 | 0.87 |
| Technology | 2.47 | 1.56 |
| Consumer Cyclical | 3.27 | 2.82 |
| Healthcare | 2.01 | 3.4 |
| Financial Services | 6.77 | 5.6 |
| Basic Materials | 0.78 | 1.44 |
| Utilities | 1.26 | 0.19 |
| Consumer Defensive | 1.61 | 2.98 |
| Industrials | 1.41 | 3.58 |
| Real Estate | 0.13 | 0.21 |
Top Comparisons
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns16.78%
Quant Large and Mid Cap Fund-Growth
3Y Returns16.49%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.19%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.73%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.95%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.66%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns15.71%