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Kotak Debt Hybrid vs HDFC Hybrid Debt Fund compare
Kotak Debt Hybrid - Growth
HDFC Hybrid Debt Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3132 Cr | ₹3373 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 02 Dec 2003 | 26 Dec 2003 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 492.24% | 11.39% |
| Expense Ratio | 1.66 | 1.77 |
| Manager | Abhishek Bisen | Dhruv Muchhal |
| ISIN Code | INF174K01393 | INF179K01AE4 |
| 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 | HDFC Hybrid Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| 1 Month | 0.06% | -0.2% |
| 6 Month | 2.37% | 1.7% |
| 1 Year | 4.44% | 4.96% |
| 3 Year | 9.83% | 9.64% |
| 5 Year | 9.61% | 9.82% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| 6 Month | 0.88% | 1.01% |
| 1 Year | 5.45% | 5.45% |
| 3 Year | 8.37% | 8.14% |
| 5 Year | 8.93% | 8.97% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| 1 Year | 8.91% | 9.7% |
| 3 Year | 8.92% | 10.44% |
| 5 Year | 8.84% | 10.19% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 4.23% | 3.85% |
| Sharp | 0.86% | 0.76% |
| Beta | 1% | 1.26% |
| Alpha | 0.22% | 0.30% |
Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| Name | Abhishek Bisen | Dhruv Muchhal |
| Total AUM | ₹0 Cr | ₹520687 Cr |
| Funds Managed | 33 | 40 |
| Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| Others | 77.99 | 79.48 |
| Large Cap | 16.82 | 18.06 |
| Mid Cap | 2.54 | 1.44 |
| Small Cap | 2.65 | 1.02 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| Others | 77.53 | 78.75 |
| Communication Services | 1.57 | 0.99 |
| Energy | 1.51 | 2.39 |
| Technology | 2.23 | 1.97 |
| Consumer Cyclical | 3.41 | 1.17 |
| Healthcare | 1.99 | 1.84 |
| Financial Services | 6.69 | 8.63 |
| Basic Materials | 0.78 | 0.17 |
| Utilities | 1.22 | 1.25 |
| Consumer Defensive | 1.5 | 0.6 |
| Industrials | 1.43 | 1.61 |
| Real Estate | 0.14 | 0.63 |
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