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HSBC Conservative Hybrid Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3108 Cr | ₹147 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 Dec 2003 | 24 Feb 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
| Turn Over | 492.24% | 27% |
| Expense Ratio | 1.66 | 2.17 |
| Manager | Abhishek Bisen | Mahesh A Chhabria |
| ISIN Code | INF174K01393 | INF336L01099 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.09% | -0.81% |
| 6 Month | 0.67% | -0.99% |
| 1 Year | 4.88% | 2.78% |
| 3 Year | 9.79% | 9.28% |
| 5 Year | 9.09% | 7.16% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.47% | -1.88% |
| 1 Year | 3.77% | 0.43% |
| 3 Year | 7.6% | 6.71% |
| 5 Year | 8.53% | 7.38% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.88% | 9.08% |
| 3 Year | 8.93% | 8.51% |
| 5 Year | 8.85% | 8.83% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.23% | 4.11% |
| Sharp | 0.9% | 0.76% |
| Beta | 0.99% | 0.51% |
| Alpha | 0.41% | 0.92% |
Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Abhishek Bisen | Mahesh A Chhabria |
| Total AUM | ₹0 Cr | ₹15021 Cr |
| Funds Managed | 33 | 9 |
| Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 78.14 | 81.97 |
| Large Cap | 16.25 | 8.17 |
| Mid Cap | 2.91 | 6.42 |
| Small Cap | 2.7 | 3.44 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 76.75 | 81.53 |
| Communication Services | 1.58 | - |
| Energy | 1.57 | - |
| Technology | 2.27 | 1.79 |
| Consumer Cyclical | 3.17 | 5.49 |
| Healthcare | 1.93 | 0.01 |
| Financial Services | 6.73 | 1.47 |
| Basic Materials | 0.8 | - |
| Real Estate | 0.97 | 0.56 |
| Utilities | 1.02 | 0.44 |
| Consumer Defensive | 1.54 | - |
| Industrials | 1.67 | 8.71 |
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