- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | -1.26% | -0.98% |
| 6 Month | 3.26% | 3.73% |
| 1 Year | 4.08% | 4.21% |
| 3 Year | 9.99% | 10.27% |
| 5 Year | 10.77% | 11.11% |
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 | 1.37% | 1.22% |
| Alpha | 0.33% | 0.82% |
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 |
Top Comparisons
ICICI Prudential Floating Interest Fund - Growth
3Y Returns8.07%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.73%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns12.27%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.72%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns16.25%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns12.18%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns21.19%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns14.13%
