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)	₹3149 Cr	₹163 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	-0.18%	0.41%
6 Month	3.76%	5.55%
1 Year	5.26%	6.14%
3 Year	10.83%	10.35%
5 Year	11.3%	9.19%

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
6 Month	1.98%	3.26%
1 Year	5.64%	7.94%
3 Year	10.26%	11.02%
5 Year	10.14%	9.56%

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	4.55%	4.94%
Sharp	1.08%	0.91%
Beta	1.35%	1.32%
Alpha	0.34%	0.03%

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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	77.15	80.79
Large Cap	17.6	8.75
Mid Cap	2.53	5.5
Small Cap	2.72	4.96

Scheme Name	Kotak Debt Hybrid - Growth	HSBC Conservative Hybrid Fund - Regular Growth
Others	76.85	80.79
Communication Services	1.5	-
Energy	1.65	-
Technology	2.86	1.11
Consumer Cyclical	2.86	6.32
Healthcare	1.72	0.01
Financial Services	7.27	1.3
Basic Materials	0.68	0.91
Utilities	1.6	-
Consumer Defensive	1.42	-
Industrials	1.47	8.63
Real Estate	0.12	0.92