Kotak Debt Hybrid vs HSBC Conservative Hybrid Fund 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)	₹3052 Cr	₹151 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	-0.01%	0.87%
6 Month	1.53%	0.92%
1 Year	6.7%	7.1%
3 Year	11.89%	11.48%
5 Year	11.94%	9.67%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
6 Month	2.7%	3.89%
1 Year	5.93%	7.46%
3 Year	10.52%	11.07%
5 Year	10.28%	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	4.678%	4.639%
Sharp	0.56%	0.397%
Beta	1.294%	1.191%
Alpha	1.38%	0.18%

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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	77.54	78.18
Large Cap	16.92	9.58
Small Cap	3.41	6.48
Mid Cap	2.14	5.77

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Others	77.43	78.18
Communication Services	1.33	-
Energy	1.27	-
Technology	3.23	1.23
Consumer Cyclical	3.33	6.53
Consumer Defensive	2.23	-
Financial Services	6.27	1.2
Healthcare	1.02	0.59
Basic Materials	0.64	0.64
Industrials	1.36	10.75
Utilities	1.79	-
Real Estate	0.09	0.88