HDFC Hybrid Debt Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
HDFC Hybrid Debt Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Fund | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹3052 Cr | ₹3293 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 02 Dec 2003 | 26 Dec 2003 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 492.24% | 11.39% |
Expense Ratio | 1.66 | 1.77 |
Manager | Abhishek Bisen | Dhruv Muchhal |
ISIN Code | INF174K01393 | INF179K01AE4 |
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 | HDFC Hybrid Debt Fund - 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 | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
1 Month | -0.01% | -0.01% |
6 Month | 1.53% | 2.51% |
1 Year | 6.7% | 7.11% |
3 Year | 11.89% | 12% |
5 Year | 11.94% | 12.56% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
6 Month | 2.7% | 2.87% |
1 Year | 5.93% | 6.76% |
3 Year | 10.52% | 10.53% |
5 Year | 10.28% | 10.51% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
1 Year | 9.05% | 10.07% |
3 Year | 8.7% | 10.45% |
5 Year | 8.73% | 10.14% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Standard Deviation | 4.678% | 4.05% |
Sharp | 0.56% | 0.73% |
Beta | 1.294% | 1.125% |
Alpha | 1.38% | 1.862% |
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Fund Managers
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Name | Abhishek Bisen | Dhruv Muchhal |
Total AUM | ₹0 Cr | ₹520687 Cr |
Funds Managed | 33 | 40 |
Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak Debt Hybrid - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Others | 77.54 | 80.2 |
Large Cap | 16.92 | 16.94 |
Small Cap | 3.41 | 1.48 |
Mid Cap | 2.14 | 1.38 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Others | 77.43 | 80.07 |
Communication Services | 1.33 | 0.84 |
Energy | 1.27 | 1.83 |
Technology | 3.23 | 2.28 |
Consumer Cyclical | 3.33 | 1.43 |
Consumer Defensive | 2.23 | 0.69 |
Financial Services | 6.27 | 7.8 |
Healthcare | 1.02 | 2.11 |
Basic Materials | 0.64 | 0.15 |
Industrials | 1.36 | 1.7 |
Utilities | 1.79 | 1.1 |
Real Estate | 0.09 | - |
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