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) | ₹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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