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Kotak Debt Hybrid - Growth
Nippon India Conservative Hybrid Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | High |
| Asset Size (Cr) | ₹3132 Cr | ₹923 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 Dec 2003 | 29 Dec 2003 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 492.24% | 21% |
| Expense Ratio | 1.66 | 1.9 |
| Manager | Abhishek Bisen | Sushil Budhia |
| ISIN Code | INF174K01393 | INF204K01FD1 |
| 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 | Nippon India Hybrid Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.77% | 0.59% |
| 6 Month | 1.86% | 4.1% |
| 1 Year | 5.11% | 9.57% |
| 3 Year | 10.14% | 9.23% |
| 5 Year | 9.55% | 8.5% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.8% | 2.36% |
| 1 Year | 6.42% | 9.91% |
| 3 Year | 8.54% | 9.06% |
| 5 Year | 9.07% | 8.67% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 8.89% | 8.55% |
| 3 Year | 8.93% | 8.95% |
| 5 Year | 8.85% | 9.91% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 4.52% | 1.86% |
| Sharp | 0.74% | 1.28% |
| Beta | 1.49% | 0.54% |
| Alpha | 0.03% | 1.20% |
Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Name | Abhishek Bisen | Sushil Budhia |
| Total AUM | ₹0 Cr | ₹29447 Cr |
| Funds Managed | 33 | 11 |
| Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 77.99 | 87.29 |
| Large Cap | 16.82 | 11.45 |
| Mid Cap | 2.54 | 1.26 |
| Small Cap | 2.65 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 77.53 | 82.38 |
| Communication Services | 1.57 | 0.6 |
| Energy | 1.51 | 1.27 |
| Technology | 2.23 | 1.27 |
| Consumer Cyclical | 3.41 | 1.56 |
| Healthcare | 1.99 | 0.61 |
| Financial Services | 6.69 | 5.25 |
| Basic Materials | 0.78 | 0.93 |
| Utilities | 1.22 | 0.33 |
| Consumer Defensive | 1.5 | 0.87 |
| Industrials | 1.43 | 1.64 |
| Real Estate | 0.14 | 3.29 |
Top Comparisons
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