HSBC Conservative Hybrid Fund vs Kotak Debt Hybrid compare

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Kotak Debt Hybrid - Growth

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HSBC Conservative Hybrid Fund - Regular Growth

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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)	₹3124 Cr	₹151 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	0.46%	-1.33%
6 Month	1.24%	-0.7%
1 Year	3.76%	2.09%
3 Year	9.79%	9.26%
5 Year	9.76%	7.81%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
6 Month	1.62%	-0.2%
1 Year	6.34%	4.13%
3 Year	8.9%	8.63%
5 Year	9.27%	8.38%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
1 Year	8.92%	9.11%
3 Year	8.89%	8.49%
5 Year	8.83%	8.84%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation	4.23%	4.64%
Sharp	0.89%	0.76%
Beta	0.97%	1.28%
Alpha	0.05%	0.39%

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	77.31	80.66
Large Cap	15.91	8.55
Mid Cap	4.4	6.71
Small Cap	2.38	4.09

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Others	77.26	80.13
Telecom - Services	1.53	-
Petroleum Products	1.48	-
IT - Software	2.36	-
Retailing	0.5	-
Healthcare Services	0.96	-
Banks	5.6	-
Pharmaceuticals & Biotechnology	1.06	-
Cement & Cement Products	0.36	-
Insurance	0.27	-
Construction	0.05	-
Gas	0.39	-
Finance	0.85	-
Diversified FMCG	0.3	-
Automobiles	2.63	-
Food Products	0.57	-
Consumer Durables	0.61	-
Fertilizers & Agrochemicals	0.11	-
Transport Services	0.45	-
Power	0.88	-
Agricultural, Commercial & Construction Vehicles	0.39	-
Leisure Services	0.14	-
Realty	0.13	-
Industrial Manufacturing	0.37	-
Beverages	0.75	-
Industrials	-	9.05
Technology	-	2.03
Financial Services	-	1.41
Consumer Cyclical	-	5.87
Utilities	-	0.53
Healthcare	-	0.02
Real Estate	-	0.98