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Kotak Debt Hybrid vs LIC MF CONSERVATIVE HYBRID FUND compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-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 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) ₹3052 Cr ₹50 Cr ₹50 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 2.21% 2.57% 2.57%
6 Month 4.72% 3.93% 3.93%
1 Year 10.29% 9.15% 9.15%
3 Year 12.1% 7.81% 7.81%
5 Year 12.8% 7.44% 7.44%

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 3.85% 2.94% 2.94%
1 Year 8.82% 7.61% 7.61%
3 Year 11.82% 7.96% 7.96%
5 Year 11.04% 6.87% 6.87%

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 9.07% 7.49% 7.49%
3 Year 8.61% 6.84% 6.84%
5 Year 8.7% 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 4.678% 3.48% 3.48%
Sharp 0.56% 0.13% 0.13%
Beta 1.294% 0.69% 0.69%
Alpha 1.38% -2.13% -2.13%

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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 80.32 80.32
Large Cap 16.92 14.76 14.76
Small Cap 3.41 3.42 3.42
Mid Cap 2.14 1.5 1.5

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 80.32 80.32
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 - 2.66 2.66
IT - Software - 2.89 2.89
Diversified FMCG - 1.49 1.49
Banks - 7.24 7.24
Automobiles - 0.48 0.48
Industrial Products - 3.42 3.42
Auto Components - 1.5 1.5

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