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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) | ₹3065 Cr | ₹49 Cr | ₹49 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 | 0.94% | 0.41% | 0.41% |
| 6 Month | 5.42% | 4.11% | 4.11% |
| 1 Year | 2.95% | 2.88% | 2.88% |
| 3 Year | 10.07% | 6.55% | 6.55% |
| 5 Year | 10.66% | 6.36% | 6.36% |
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 | 0.5% | 0.23% | 0.23% |
| 1 Year | 4.33% | 3.34% | 3.34% |
| 3 Year | 9.01% | 6.24% | 6.24% |
| 5 Year | 9.32% | 5.89% | 5.89% |
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 | 9.01% | 7.47% | 7.47% |
| 3 Year | 8.76% | 6.84% | 6.84% |
| 5 Year | 8.76% | 6.77% | 6.77% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 4.60% | 3.48% | 3.48% |
| Sharp | 0.59% | 0.04% | 0.04% |
| Beta | 1.39% | 0.06% | 0.06% |
| Alpha | 0.32% | -0.11% | -0.11% |
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 | 78.23 | 83.03 | 83.03 |
| Large Cap | 16.73 | 15.35 | 15.35 |
| Mid Cap | 2.34 | 1.62 | 1.62 |
| Small Cap | 2.7 | - | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 77.94 | 81.09 | 81.09 |
| Communication Services | 1.44 | - | - |
| Energy | 1.31 | 2.97 | 2.97 |
| Technology | 2.67 | 2.82 | 2.82 |
| Consumer Cyclical | 3.11 | 2.74 | 2.74 |
| Healthcare | 1.85 | - | - |
| Financial Services | 6.36 | 8.65 | 8.65 |
| Basic Materials | 0.8 | - | - |
| Utilities | 1.54 | - | - |
| Consumer Defensive | 1.46 | 1.73 | 1.73 |
| Industrials | 1.4 | - | - |
| Real Estate | 0.12 | - | - |
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