Kotak Debt Hybrid vs Parag Parikh Conservative Hybrid Fund Regular compare

Kotak Debt Hybrid vs Parag Parikh Conservative Hybrid Fund Regular compare

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Kotak Debt Hybrid - Growth

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Parag Parikh Conservative Hybrid Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3124 Cr	₹3097 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	-0.09%	0.06%
6 Month	0.76%	1.66%
1 Year	3.15%	6.92%
3 Year	9.6%	11.16%
5 Year	9.52%	-

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month	1.37%	1.67%
1 Year	6.02%	7.57%
3 Year	8.69%	10.27%
5 Year	9.13%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year	8.92%	9.94%
3 Year	8.89%	11.23%
5 Year	8.83%	-

Risk Management

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation	4.23%	3.09%
Sharp	0.86%	1.37%
Beta	1%	0.80%
Alpha	0.22%	2.50%

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	78	87.04
Large Cap	16.59	10.08
Mid Cap	2.66	2.08
Small Cap	2.74	0.8

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Others	77.5	77.73
Communication Services	1.57	0.08
Energy	1.51	5.04
Technology	2.15	0.02
Consumer Cyclical	3.21	0.8
Healthcare	2.12	-
Financial Services	6.73	2.01
Basic Materials	0.8	0.96
Utilities	1.24	2
Consumer Defensive	1.61	2.02
Industrials	1.43	0.04
Real Estate	0.13	9.31

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