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)	₹3097 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

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Month	0.88%	1.1%	1.1%
6 Month	2.07%	2.46%	2.46%
1 Year	4.92%	4.78%	4.78%
3 Year	10.12%	6.58%	6.58%
5 Year	10.76%	6.31%	6.31%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
6 Month	0.45%	0.01%	0.01%
1 Year	4.22%	2.88%	2.88%
3 Year	8.39%	5.76%	5.76%
5 Year	8.98%	5.65%	5.65%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Year	8.96%	7.45%	7.45%
3 Year	8.8%	6.81%	6.81%
5 Year	8.8%	6.76%	6.76%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Standard Deviation	4.57%	3.38%	3.38%
Sharp	0.72%	-0.02%	-0.02%
Beta	1.45%	1.02%	1.02%
Alpha	-0.28%	-2.57%	-2.57%

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	77.82	83.89	83.89
Large Cap	17.04	14.57	14.57
Mid Cap	2.43	1.54	1.54
Small Cap	2.71	-	-

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Others	77.56	82.03	82.03
Communication Services	1.41	-	-
Energy	1.38	2.82	2.82
Technology	2.52	2.62	2.62
Consumer Cyclical	3.29	2.6	2.6
Healthcare	1.79	-	-
Financial Services	6.64	8.29	8.29
Basic Materials	0.81	-	-
Utilities	1.58	-	-
Consumer Defensive	1.56	1.64	1.64
Industrials	1.32	-	-
Real Estate	0.12	-	-