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)	₹3097 Cr	₹157 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	1.4%	-0.19%
6 Month	3.46%	4.74%
1 Year	4.64%	5.16%
3 Year	10.65%	10.78%
5 Year	10.99%	8.96%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
6 Month	1.66%	1.48%
1 Year	7.2%	8.1%
3 Year	9.6%	10.31%
5 Year	9.69%	9.28%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
1 Year	8.96%	9.21%
3 Year	8.8%	8.47%
5 Year	8.8%	8.85%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation	4.57%	4.64%
Sharp	0.72%	0.81%
Beta	1.46%	1.30%
Alpha	-0.10%	0.74%

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	77.82	81.53
Large Cap	17.04	8.11
Mid Cap	2.43	6.2
Small Cap	2.71	4.17

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Others	77.56	81
Communication Services	1.41	-
Energy	1.38	-
Technology	2.52	1.92
Consumer Cyclical	3.29	5.67
Healthcare	1.79	0.01
Financial Services	6.64	1.29
Basic Materials	0.81	-
Utilities	1.58	0.53
Consumer Defensive	1.56	-
Industrials	1.32	8.68
Real Estate	0.12	0.88