Kotak Debt Hybrid vs Nippon India Hybrid Bond Fund compare
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) | ₹3130 Cr | ₹899 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 | -1% | 0.15% |
6 Month | 4.05% | 5.31% |
1 Year | 4.47% | 8.09% |
3 Year | 10.11% | 8.7% |
5 Year | 10.95% | 8.89% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
6 Month | 0.6% | 2.24% |
1 Year | 3.43% | 8.73% |
3 Year | 9.16% | 8.77% |
5 Year | 9.46% | 8.45% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
1 Year | 9.01% | 8.65% |
3 Year | 8.76% | 9.03% |
5 Year | 8.76% | 10.07% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
Standard Deviation | 4.47% | 1.96% |
Sharp | 0.88% | 1.06% |
Beta | 1.37% | 0.55% |
Alpha | 0.33% | 0.65% |
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 | 78.35 | 87.57 |
Large Cap | 16.38 | 11.31 |
Mid Cap | 2.56 | 1.12 |
Small Cap | 2.71 | - |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
Others | 78.08 | 85.4 |
Communication Services | 1.43 | 0.57 |
Energy | 1.55 | 1.33 |
Technology | 2.62 | 1.32 |
Consumer Cyclical | 2.67 | 1.2 |
Healthcare | 1.85 | 0.61 |
Financial Services | 6.42 | 5.19 |
Basic Materials | 0.81 | 0.88 |
Utilities | 1.55 | 0.36 |
Consumer Defensive | 1.42 | 0.9 |
Industrials | 1.48 | 0.4 |
Real Estate | 0.12 | 1.85 |
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