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) | ₹3130 Cr | ₹2881 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 | -0.94% | -0.21% |
6 Month | 4.1% | 5.06% |
1 Year | 3.63% | 6.89% |
3 Year | 10.11% | 11.19% |
5 Year | 10.87% | - |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
6 Month | 0.6% | 1.42% |
1 Year | 3.43% | 7.32% |
3 Year | 9.16% | 11.11% |
5 Year | 9.46% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
1 Year | 9.01% | 10.2% |
3 Year | 8.76% | 11.25% |
5 Year | 8.76% | - |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Standard Deviation | 4.47% | 3.22% |
Sharp | 0.88% | 1.49% |
Beta | 1.37% | 0.84% |
Alpha | 0.33% | 2.57% |
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 | 78.35 | 87.75 |
Large Cap | 16.38 | 9.29 |
Mid Cap | 2.56 | 2.05 |
Small Cap | 2.71 | 0.91 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Others | 78.08 | 78.71 |
Communication Services | 1.43 | - |
Energy | 1.55 | 4.91 |
Technology | 2.62 | 0.02 |
Consumer Cyclical | 2.67 | 1.16 |
Healthcare | 1.85 | - |
Financial Services | 6.42 | 1.07 |
Basic Materials | 0.81 | 1.07 |
Utilities | 1.55 | 1.98 |
Consumer Defensive | 1.42 | 1.99 |
Industrials | 1.48 | 0.05 |
Real Estate | 0.12 | 9.04 |
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