Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Debt Hybrid vs Nippon India Hybrid Bond Fund compare

Link copied to clipboard!

tortoise-icon Kotak Debt Hybrid - Growth

Invest Now

tortoise-icon 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) ₹3065 Cr ₹894 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 0.94% 1.01%
6 Month 5.42% 6.21%
1 Year 2.95% 7.85%
3 Year 10.07% 8.93%
5 Year 10.66% 9.03%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Nippon India Conservative Hybrid Fund - Regular - Growth
6 Month 0.5% 2.08%
1 Year 4.33% 9.11%
3 Year 9.01% 8.82%
5 Year 9.32% 8.46%

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 4.60% 1.97%
Sharp 0.59% 0.93%
Beta 1.39% 0.54%
Alpha 0.32% 0.91%

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 78.23 87.9
Large Cap 16.73 11.08
Mid Cap 2.34 1.03
Small Cap 2.7 -

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Nippon India Conservative Hybrid Fund - Regular - Growth

Others 77.94 83.3
Communication Services 1.44 0.56
Energy 1.31 1.23
Technology 2.67 1.25
Consumer Cyclical 3.11 1.29
Healthcare 1.85 0.6
Financial Services 6.36 4.93
Basic Materials 0.8 0.9
Utilities 1.54 0.34
Consumer Defensive 1.46 0.9
Industrials 1.4 1.59
Real Estate 0.12 3.11

Top Comparisons

Kotak Large Cap Fund - Growth Kotak Large Cap Fund - Growth

3Y Returns15.68%

VS

Aditya Birla Sun Life Large Cap Fund-Growth Aditya Birla Sun Life Large Cap Fund-Growth

3Y Returns15.77%

Compare Now

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns19.5%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.37%

VS

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns7.28%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns10.07%

VS

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns6.55%

Compare Now
Add to Cart Successfully