Kotak Debt Hybrid vs HDFC Hybrid Debt Fund compare

Kotak Debt Hybrid vs HDFC Hybrid Debt Fund compare

Link copied to clipboard!

Kotak Debt Hybrid - Growth

Invest Now

HDFC Hybrid Debt Fund - Growth Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	-0.28%	-0.31%
6 Month	1.62%	1.27%
1 Year	4.9%	5.37%
3 Year	10.12%	9.92%
5 Year	9.62%	9.84%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	HDFC Hybrid Debt Fund - Growth Plan
6 Month	1.3%	1.15%
1 Year	5.47%	4.93%
3 Year	8.39%	7.98%
5 Year	9.01%	8.95%

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

Top Comparisons

HDFC Gilt Fund - Growth Plan

3Y Returns6.95%

VS

Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns7.36%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns34.54%

VS

Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)

3Y Returns38.1%

Compare Now

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns14.59%

VS

Aditya Birla Sun Life Large Cap Fund-Growth

3Y Returns15.88%

Compare Now

SBI Savings Fund - Regular Plan - Growth

3Y Returns7.07%

VS

Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.52%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully