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Kotak Debt Hybrid vs HSBC Conservative Hybrid Fund compare
Kotak Debt Hybrid - Growth
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹3097 Cr | ₹157 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.88% | 0.02% |
| 6 Month | 2.07% | 3.71% |
| 1 Year | 4.92% | 5.93% |
| 3 Year | 10.12% | 10.39% |
| 5 Year | 10.76% | 8.88% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.45% | 0.77% |
| 1 Year | 4.22% | 6.54% |
| 3 Year | 8.39% | 9.7% |
| 5 Year | 8.98% | 8.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.96% | 9.21% |
| 3 Year | 8.8% | 8.47% |
| 5 Year | 8.8% | 8.85% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.57% | 4.64% |
| Sharp | 0.72% | 0.76% |
| Beta | 1.45% | 1.28% |
| Alpha | -0.28% | 0.39% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 77.82 | 81.53 |
| Large Cap | 17.04 | 8.11 |
| Mid Cap | 2.43 | 6.2 |
| Small Cap | 2.71 | 4.17 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 77.56 | 81 |
| Communication Services | 1.41 | - |
| Energy | 1.38 | - |
| Technology | 2.52 | 1.92 |
| Consumer Cyclical | 3.29 | 5.67 |
| Healthcare | 1.79 | 0.01 |
| Financial Services | 6.64 | 1.29 |
| Basic Materials | 0.81 | - |
| Utilities | 1.58 | 0.53 |
| Consumer Defensive | 1.56 | - |
| Industrials | 1.32 | 8.68 |
| Real Estate | 0.12 | 0.88 |
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