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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) | ₹3065 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.61% | 0.74% |
| 6 Month | 5.25% | 8.92% |
| 1 Year | 2.68% | 5.54% |
| 3 Year | 9.96% | 10.57% |
| 5 Year | 10.57% | 9.21% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.5% | 2.18% |
| 1 Year | 4.33% | 8.45% |
| 3 Year | 9.01% | 10.65% |
| 5 Year | 9.32% | 9.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.01% | 9.25% |
| 3 Year | 8.76% | 8.43% |
| 5 Year | 8.76% | 8.84% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.60% | 4.80% |
| Sharp | 0.59% | 0.63% |
| Beta | 1.39% | 1.31% |
| Alpha | 0.32% | 0.78% |
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 | 78.48 | 79.97 |
| Large Cap | 16.46 | 9.11 |
| Mid Cap | 2.35 | 5.74 |
| Small Cap | 2.7 | 5.19 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 78.21 | 79.47 |
| Communication Services | 1.41 | - |
| Energy | 1.32 | - |
| Technology | 2.59 | 0.97 |
| Consumer Cyclical | 2.81 | 6.77 |
| Healthcare | 1.85 | 0.01 |
| Financial Services | 6.51 | 1.27 |
| Basic Materials | 0.79 | 1.13 |
| Utilities | 1.56 | 0.5 |
| Consumer Defensive | 1.4 | - |
| Industrials | 1.44 | 9 |
| Real Estate | 0.11 | 0.88 |
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