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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) | ₹3132 Cr | ₹149 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 | 0.06% | -1.14% |
| 6 Month | 2.37% | 0.28% |
| 1 Year | 4.44% | 1.28% |
| 3 Year | 9.83% | 9.33% |
| 5 Year | 9.61% | 7.53% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.8% | -1.47% |
| 1 Year | 4.92% | 1.69% |
| 3 Year | 8.41% | 7.67% |
| 5 Year | 9.02% | 7.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.91% | 9.1% |
| 3 Year | 8.92% | 8.5% |
| 5 Year | 8.84% | 8.84% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.57% | 4.74% |
| Sharp | 0.67% | 0.58% |
| Beta | 1.50% | 1.31% |
| Alpha | -0.08% | - |
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 | 77.99 | 81.91 |
| Large Cap | 16.82 | 8.42 |
| Mid Cap | 2.54 | 6.21 |
| Small Cap | 2.65 | 3.46 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 77.53 | 81.38 |
| Communication Services | 1.57 | - |
| Energy | 1.51 | - |
| Technology | 2.23 | 1.97 |
| Consumer Cyclical | 3.41 | 5.77 |
| Healthcare | 1.99 | 0.01 |
| Financial Services | 6.69 | 1.47 |
| Basic Materials | 0.78 | - |
| Utilities | 1.22 | 0.53 |
| Consumer Defensive | 1.5 | - |
| Industrials | 1.43 | 8.28 |
| Real Estate | 0.14 | 0.58 |
Top Comparisons
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