Kotak Debt Hybrid vs Parag Parikh Conservative Hybrid Fund Regular compare
Kotak Debt Hybrid - Growth
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3097 Cr | ₹3074 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 Dec 2003 | 26 May 2021 |
| 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% | % |
| Expense Ratio | 1.66 | 0.65 |
| Manager | Abhishek Bisen | Rajeev Thakkar |
| ISIN Code | INF174K01393 | INF879O01209 |
| 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 | Parag Parikh Conservative Hybrid Fund - Regular Plan - 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 | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.17% | 0.4% |
| 6 Month | 3.25% | 3.28% |
| 1 Year | 5.37% | 7.41% |
| 3 Year | 10.05% | 11.64% |
| 5 Year | 10.48% | - |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.95% | 1.47% |
| 1 Year | 5.51% | 7.76% |
| 3 Year | 8.79% | 10.53% |
| 5 Year | 9.17% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.94% | 9.94% |
| 3 Year | 8.86% | 11.23% |
| 5 Year | 8.82% | - |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 4.57% | 3.09% |
| Sharp | 0.72% | 1.53% |
| Beta | 1.45% | 0.80% |
| Alpha | -0.28% | 2.72% |
Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Name | Abhishek Bisen | Rajeev Thakkar |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 33 | 5 |
| Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 77.79 | 87.05 |
| Large Cap | 17.01 | 9.98 |
| Mid Cap | 2.48 | 2.1 |
| Small Cap | 2.73 | 0.88 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 77.4 | 77.39 |
| Communication Services | 1.46 | - |
| Energy | 1.37 | 4.93 |
| Technology | 2.68 | 0.02 |
| Consumer Cyclical | 3.28 | 0.88 |
| Healthcare | 1.88 | - |
| Financial Services | 6.74 | 2.06 |
| Basic Materials | 0.77 | 1.01 |
| Utilities | 1.4 | 2.04 |
| Consumer Defensive | 1.54 | 1.97 |
| Industrials | 1.36 | 0.04 |
| Real Estate | 0.13 | 9.66 |
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