Link copied to clipboard!

Kotak Debt Hybrid - Growth

Invest Now

Nippon India Conservative Hybrid Fund - Regular - Growth

Invest Now

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)	₹3132 Cr	₹933 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	0.3%	0.25%
6 Month	0.94%	3.55%
1 Year	4.6%	9.44%
3 Year	9.72%	9.11%
5 Year	9.13%	8.33%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth
6 Month	0.84%	1.89%
1 Year	4.4%	8.9%
3 Year	7.79%	8.76%
5 Year	8.62%	8.5%

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	78.15	87.58
Large Cap	16.46	11.35
Mid Cap	2.75	1.08
Small Cap	2.64	-

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth
Others	76.86	81.14
Communication Services	1.56	0.6
Energy	1.53	1.26
Technology	2.28	1.29
Consumer Cyclical	3.47	1.58
Healthcare	1.94	0.58
Financial Services	6.44	4.96
Basic Materials	0.8	0.94
Real Estate	0.96	4.83
Utilities	1	0.32
Consumer Defensive	1.54	0.85
Industrials	1.62	1.64

Top Comparisons

SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns19.42%

VS

LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns12.52%

Compare Now

Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns15.2%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth

3Y Returns19.03%

VS

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

3Y Returns0%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully