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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) | ₹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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