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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 ₹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

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 -0.01% 1.13% 1.13%
6 Month 1.53% 2.06% 2.06%
1 Year 6.7% 7.72% 7.72%
3 Year 11.89% 7.9% 7.9%
5 Year 11.94% 7.08% 7.08%

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 2.7% 2.79% 2.79%
1 Year 5.93% 6.8% 6.8%
3 Year 10.52% 7.64% 7.64%
5 Year 10.28% 6.7% 6.7%

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 9.05% 7.48% 7.48%
3 Year 8.7% 6.81% 6.81%
5 Year 8.73% 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% 3.35% 3.35%
Sharp 0.56% 0.39% 0.39%
Beta 1.294% 1.02% 1.02%
Alpha 1.38% -2.55% -2.55%

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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 79.96 79.96
Large Cap 16.92 15.3 15.3
Small Cap 3.41 3.33 3.33
Mid Cap 2.14 1.41 1.41

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 79.96 79.96
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 - 2.91 2.91
IT - Software - 2.74 2.74
Diversified FMCG - 1.53 1.53
Banks - 7.6 7.6
Automobiles - 0.52 0.52
Industrial Products - 3.33 3.33
Auto Components - 1.41 1.41

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