HDFC Hybrid Debt Fund vs Kotak Debt Hybrid compare

HDFC Hybrid Debt Fund vs Kotak Debt Hybrid compare

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Kotak Debt Hybrid - Growth

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HDFC Hybrid Debt Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3097 Cr	₹3377 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	-0.23%	0.35%
6 Month	2.84%	2.3%
1 Year	4.75%	4.91%
3 Year	10.01%	10.14%
5 Year	10.43%	10.75%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	HDFC Hybrid Debt Fund - Growth Plan
6 Month	0.95%	0.93%
1 Year	5.51%	5.58%
3 Year	8.79%	8.51%
5 Year	9.17%	9.21%

Rolling Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	HDFC Hybrid Debt Fund - Growth Plan
1 Year	8.94%	9.8%
3 Year	8.86%	10.46%
5 Year	8.82%	10.19%

Risk Management

Scheme Name	Kotak Debt Hybrid - Growth	HDFC Hybrid Debt Fund - Growth Plan
Standard Deviation	4.57%	3.91%
Sharp	0.72%	0.86%
Beta	1.45%	1.25%
Alpha	-0.28%	0.30%

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	77.79	80.11
Large Cap	17.01	17.41
Mid Cap	2.48	1.41
Small Cap	2.73	1.07

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	HDFC Hybrid Debt Fund - Growth Plan
Others	77.4	79.39
Communication Services	1.46	1.02
Energy	1.37	2.24
Technology	2.68	1.84
Consumer Cyclical	3.28	1.14
Healthcare	1.88	1.74
Financial Services	6.74	8.32
Basic Materials	0.77	0.19
Utilities	1.4	1.34
Consumer Defensive	1.54	0.59
Industrials	1.36	1.55
Real Estate	0.13	0.63

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