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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) | ₹3149 Cr | ₹3409 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 | -1.14% | -1.03% |
| 6 Month | 2.72% | 3.42% |
| 1 Year | 5.04% | 4.62% |
| 3 Year | 10.28% | 10.53% |
| 5 Year | 11% | 11.31% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.22% | 1.11% |
| 1 Year | 3.75% | 4.49% |
| 3 Year | 9.28% | 9.2% |
| 5 Year | 9.53% | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| 1 Year | 9.01% | 9.97% |
| 3 Year | 8.76% | 10.49% |
| 5 Year | 8.76% | 10.16% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 4.47% | 3.91% |
| Sharp | 0.88% | 1.02% |
| Beta | 1.35% | 1.20% |
| Alpha | 0.34% | 0.90% |
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 | 77.64 | 79.95 |
| Large Cap | 17.05 | 17.55 |
| Mid Cap | 2.58 | 1.38 |
| Small Cap | 2.73 | 1.12 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| Others | 77.34 | 79.28 |
| Communication Services | 1.43 | 1.03 |
| Energy | 1.63 | 2.24 |
| Technology | 2.77 | 1.88 |
| Consumer Cyclical | 2.89 | 1.35 |
| Healthcare | 1.8 | 1.73 |
| Financial Services | 6.69 | 8.26 |
| Basic Materials | 0.8 | 0.18 |
| Utilities | 1.59 | 1.23 |
| Consumer Defensive | 1.42 | 0.74 |
| Industrials | 1.5 | 1.49 |
| Real Estate | 0.12 | 0.57 |
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