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Kotak Debt Hybrid vs Nippon India Hybrid Bond Fund compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon Nippon India Conservative Hybrid Fund - Regular - 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 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) ₹3124 Cr ₹918 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 -0.17% 1.08%
6 Month 1.46% 4.77%
1 Year 5.66% 9.66%
3 Year 9.95% 9.07%
5 Year 10.37% 8.75%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Nippon India Conservative Hybrid Fund - Regular - Growth
6 Month 1.02% 2.39%
1 Year 5.56% 10.32%
3 Year 8.76% 9.17%
5 Year 9.16% 8.69%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Nippon India Conservative Hybrid Fund - Regular - Growth
1 Year 8.94% 8.51%
3 Year 8.86% 8.91%
5 Year 8.82% 9.93%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth Nippon India Conservative Hybrid Fund - Regular - Growth
Standard Deviation 4.57% 1.92%
Sharp 0.72% 1.18%
Beta 1.45% 0.54%
Alpha -0.28% 0.94%

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 77.65 87.53
Large Cap 16.97 11.29
Mid Cap 2.7 1.18
Small Cap 2.68 -

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Nippon India Conservative Hybrid Fund - Regular - Growth

Others 77.27 82.71
Communication Services 1.53 0.59
Energy 1.48 1.23
Technology 2.47 1.22
Consumer Cyclical 3.27 1.46
Healthcare 2.01 0.6
Financial Services 6.77 5.09
Basic Materials 0.78 0.95
Utilities 1.26 0.35
Consumer Defensive 1.61 0.88
Industrials 1.41 1.63
Real Estate 0.13 3.29

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