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)	₹3108 Cr	₹160 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	0.08%	-0.52%
6 Month	3.2%	1.46%
1 Year	6.85%	6.15%
3 Year	11.9%	11.21%
5 Year	11.71%	9.3%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
6 Month	2.93%	3.5%
1 Year	7.1%	7.71%
3 Year	10.75%	10.99%
5 Year	10.43%	9.51%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
1 Year	9.05%	9.29%
3 Year	8.7%	8.4%
5 Year	8.73%	8.81%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation	4.55%	4.94%
Sharp	1.08%	0.91%
Beta	1.35%	1.32%
Alpha	0.34%	0.03%

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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	76.67	80.71
Large Cap	17.23	8.72
Mid Cap	2.69	5.49
Small Cap	3.4	5.08

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Others	76.38	80.71
Communication Services	1.38	-
Energy	1.74	-
Technology	2.83	1.08
Consumer Cyclical	3.4	6.32
Healthcare	1.71	0.01
Financial Services	7.16	1.34
Basic Materials	0.67	0.92
Utilities	1.61	-
Consumer Defensive	1.41	-
Industrials	1.58	8.76
Real Estate	0.12	0.86