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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 | 0.3% | 0.04% |
| 6 Month | 0.94% | 0.86% |
| 1 Year | 4.6% | 5.4% |
| 3 Year | 9.72% | 9.66% |
| 5 Year | 9.13% | 9.43% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| 6 Month | 0.84% | 0.88% |
| 1 Year | 4.4% | 4.3% |
| 3 Year | 7.79% | 7.56% |
| 5 Year | 8.62% | 8.66% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| 1 Year | 8.89% | 9.68% |
| 3 Year | 8.93% | 10.43% |
| 5 Year | 8.85% | 10.19% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 4.52% | 3.82% |
| Sharp | 0.74% | 0.82% |
| Beta | 1.49% | 1.25% |
| Alpha | 0.03% | 0.33% |
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 | 78.15 | 79.52 |
| Large Cap | 16.46 | 18.01 |
| Mid Cap | 2.75 | 1.45 |
| Small Cap | 2.64 | 1.03 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|
| Others | 76.86 | 78.76 |
| Communication Services | 1.56 | 0.98 |
| Energy | 1.53 | 2.4 |
| Technology | 2.28 | 1.99 |
| Consumer Cyclical | 3.47 | 1.14 |
| Healthcare | 1.94 | 1.82 |
| Financial Services | 6.44 | 8.6 |
| Basic Materials | 0.8 | 0.17 |
| Real Estate | 0.96 | 0.65 |
| Utilities | 1 | 1.24 |
| Consumer Defensive | 1.54 | 0.6 |
| Industrials | 1.62 | 1.62 |
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