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Kotak Debt Hybrid vs HSBC Conservative Hybrid Fund compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
1 Month 2.21% 2.79%
6 Month 4.72% 4.85%
1 Year 10.29% 10.65%
3 Year 12.1% 11.37%
5 Year 12.8% 10.26%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
6 Month 1.81% 1.63%
1 Year 5% 4.55%
3 Year 10.53% 10.35%
5 Year 10.29% 9.01%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth HSBC Conservative Hybrid Fund - Regular Growth
1 Year 9.07% 9.26%
3 Year 8.61% 8.41%
5 Year 8.7% 8.8%

Risk Management

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

Sector Allocation

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

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