Kotak Debt Hybrid vs LIC MF CONSERVATIVE HYBRID FUND compare
Kotak Debt Hybrid - Growth
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Fund | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹3108 Cr | ₹51 Cr | ₹51 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 02 Dec 2003 | 02 Jun 2003 | 02 Jun 2003 |
Category | Conservative | Conservative | Conservative |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 492.24% | % | 51% |
Expense Ratio | 1.66 | 2.25 | 2.25 |
Manager | Abhishek Bisen | Pratik Harish Shroff | Pratik Harish Shroff |
ISIN Code | INF174K01393 | INF767K01808 | INF767K01808 |
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 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
1 Month | -0.24% | 0.48% | 0.48% |
6 Month | 3.35% | 3.44% | 3.44% |
1 Year | 6.91% | 6.94% | 6.94% |
3 Year | 12.01% | 7.71% | 7.71% |
5 Year | 11.79% | 6.96% | 6.96% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
6 Month | 2.88% | 3.03% | 3.03% |
1 Year | 6.71% | 7.35% | 7.35% |
3 Year | 10.86% | 7.91% | 7.91% |
5 Year | 10.49% | 6.88% | 6.88% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
1 Year | 9.05% | 7.48% | 7.48% |
3 Year | 8.7% | 6.81% | 6.81% |
5 Year | 8.73% | 6.76% | 6.76% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 4.61% | 3.48% | 3.48% |
Sharp | 1.03% | 0.38% | 0.38% |
Beta | 1.35% | 0.71% | 0.71% |
Alpha | 0.43% | -2.15% | -2.15% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Name | Abhishek Bisen | Pratik Harish Shroff | Pratik Harish Shroff |
Total AUM | ₹0 Cr | ₹2586 Cr | ₹2586 Cr |
Funds Managed | 33 | 10 | 10 |
Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Debt Hybrid - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Others | 77.54 | 79.96 | 79.96 |
Large Cap | 16.92 | 15.3 | 15.3 |
Small Cap | 3.41 | 3.33 | 3.33 |
Mid Cap | 2.14 | 1.41 | 1.41 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Others | 77.43 | 79.96 | 79.96 |
Communication Services | 1.33 | - | - |
Energy | 1.27 | - | - |
Technology | 3.23 | - | - |
Consumer Cyclical | 3.33 | - | - |
Consumer Defensive | 2.23 | - | - |
Financial Services | 6.27 | - | - |
Healthcare | 1.02 | - | - |
Basic Materials | 0.64 | - | - |
Industrials | 1.36 | - | - |
Utilities | 1.79 | - | - |
Real Estate | 0.09 | - | - |
Petroleum Products | - | 2.91 | 2.91 |
IT - Software | - | 2.74 | 2.74 |
Diversified FMCG | - | 1.53 | 1.53 |
Banks | - | 7.6 | 7.6 |
Automobiles | - | 0.52 | 0.52 |
Industrial Products | - | 3.33 | 3.33 |
Auto Components | - | 1.41 | 1.41 |
Top Comparisons
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns7.49%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns7.61%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns18.48%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns22.57%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns18.76%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns17.73%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns17.55%