Kotak Debt Hybrid vs LIC MF CONSERVATIVE HYBRID FUND compare

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Kotak Debt Hybrid - Growth

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LIC MF CONSERVATIVE HYBRID FUND-Growth

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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)	₹3111 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

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Month	-1.55%	-1.51%	-1.51%
6 Month	4.47%	2.85%	2.85%
1 Year	1.91%	2.55%	2.55%
3 Year	9.7%	6%	6%
5 Year	10.56%	6.16%	6.16%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
6 Month	-0.92%	-0.61%	-0.61%
1 Year	1.34%	1.41%	1.41%
3 Year	8.35%	5.74%	5.74%
5 Year	9%	5.63%	5.63%

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%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Standard Deviation	4.47%	3.48%	3.48%
Sharp	0.88%	0.3%	0.3%
Beta	1.37%	0.02%	0.02%
Alpha	0.33%	0.88%	0.88%

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

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Others	78.35	83.52	83.52
Large Cap	16.38	14.99	14.99
Mid Cap	2.56	1.49	1.49
Small Cap	2.71	0	0

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Others	78.08	81.6	81.6
Communication Services	1.43	-	-
Energy	1.55	2.88	2.88
Technology	2.62	2.75	2.75
Consumer Cyclical	2.67	2.49	2.49
Healthcare	1.85	-	-
Financial Services	6.42	8.63	8.63
Basic Materials	0.81	0	0
Utilities	1.55	-	-
Consumer Defensive	1.42	1.65	1.65
Industrials	1.48	-	-
Real Estate	0.12	-	-