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) | ₹3130 Cr | ₹3388 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 | -1% | -0.73% |
6 Month | 4.05% | 4.24% |
1 Year | 4.47% | 4.67% |
3 Year | 10.11% | 10.35% |
5 Year | 10.95% | 11.19% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
6 Month | 0.6% | 0.66% |
1 Year | 3.43% | 4.32% |
3 Year | 9.16% | 9.12% |
5 Year | 9.46% | 9.65% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
1 Year | 9.01% | 9.97% |
3 Year | 8.76% | 10.49% |
5 Year | 8.76% | 10.16% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Standard Deviation | 4.47% | 3.91% |
Sharp | 0.88% | 1.02% |
Beta | 1.37% | 1.22% |
Alpha | 0.33% | 0.82% |
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 | 78.35 | 80.28 |
Large Cap | 16.38 | 17.31 |
Mid Cap | 2.56 | 1.34 |
Small Cap | 2.71 | 1.07 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
---|---|---|
Others | 78.08 | 79.6 |
Communication Services | 1.43 | 1.01 |
Energy | 1.55 | 2.15 |
Technology | 2.62 | 1.78 |
Consumer Cyclical | 2.67 | 1.31 |
Healthcare | 1.85 | 1.75 |
Financial Services | 6.42 | 8.2 |
Basic Materials | 0.81 | 0.17 |
Utilities | 1.55 | 1.2 |
Consumer Defensive | 1.42 | 0.73 |
Industrials | 1.48 | 1.52 |
Real Estate | 0.12 | 0.58 |
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