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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) | ₹3130 Cr | ₹163 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 | -0.94% | 0.63% |
| 6 Month | 4.1% | 7.26% |
| 1 Year | 3.63% | 5.62% |
| 3 Year | 10.11% | 10.12% |
| 5 Year | 10.87% | 9.13% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.6% | 2.97% |
| 1 Year | 3.43% | 8.02% |
| 3 Year | 9.16% | 10.85% |
| 5 Year | 9.46% | 9.46% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.01% | 9.25% |
| 3 Year | 8.76% | 8.43% |
| 5 Year | 8.76% | 8.84% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.47% | 4.72% |
| Sharp | 0.88% | 0.76% |
| Beta | 1.37% | 1.27% |
| Alpha | 0.33% | 0.25% |
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 | 78.35 | 80.72 |
| Large Cap | 16.38 | 8.78 |
| Mid Cap | 2.56 | 5.45 |
| Small Cap | 2.71 | 5.05 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 78.08 | 80.25 |
| Communication Services | 1.43 | - |
| Energy | 1.55 | - |
| Technology | 2.62 | 1.04 |
| Consumer Cyclical | 2.67 | 6.39 |
| Healthcare | 1.85 | 0.02 |
| Financial Services | 6.42 | 1.3 |
| Basic Materials | 0.81 | 0.91 |
| Utilities | 1.55 | 0.47 |
| Consumer Defensive | 1.42 | - |
| Industrials | 1.48 | 8.71 |
| Real Estate | 0.12 | 0.92 |
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