HSBC Conservative Hybrid Fund vs Kotak Debt Hybrid compare

Link copied to clipboard!

Kotak Debt Hybrid - Growth

Invest Now

HSBC Conservative Hybrid Fund - Regular Growth

Invest Now

Chart Comparison

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

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)	₹3149 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

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
1 Month	-0.23%	1.44%
6 Month	3.55%	6.37%
1 Year	5.57%	7.23%
3 Year	10.6%	10.49%
5 Year	11.23%	9.3%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
6 Month	1.51%	3.54%
1 Year	4.52%	8.42%
3 Year	9.72%	11.11%
5 Year	9.81%	9.6%

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%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation	4.47%	4.72%
Sharp	0.88%	0.76%
Beta	1.35%	1.32%
Alpha	0.34%	0.03%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Others	77.64	80.5
Large Cap	17.05	9.12
Mid Cap	2.58	5.57
Small Cap	2.73	4.8

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Others	77.34	80.05
Communication Services	1.43	-
Energy	1.63	-
Technology	2.77	1.09
Consumer Cyclical	2.89	6.63
Healthcare	1.8	0.01
Financial Services	6.69	1.33
Basic Materials	0.8	0.84
Utilities	1.59	0.46
Consumer Defensive	1.42	-
Industrials	1.5	8.73
Real Estate	0.12	0.86