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) | ₹3132 Cr | ₹3168 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 | 0.34% | -0.2% |
| 6 Month | 1.58% | 2.23% |
| 1 Year | 5.29% | 7.47% |
| 3 Year | 10.09% | 11.12% |
| 5 Year | 9.41% | - |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.8% | 1.16% |
| 1 Year | 6.42% | 6.1% |
| 3 Year | 8.54% | 9.59% |
| 5 Year | 9.07% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.89% | 9.94% |
| 3 Year | 8.93% | 11.23% |
| 5 Year | 8.85% | - |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 4.23% | 3.33% |
| Sharp | 0.86% | 1.62% |
| Beta | 1% | 0.53% |
| Alpha | 0.22% | 3.11% |
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 | 77.59 | 84.14 |
| Large Cap | 15.66 | 10.03 |
| Mid Cap | 4.25 | 2.06 |
| Small Cap | 2.5 | 0.73 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 77.54 | 74.86 |
| Telecom - Services | 1.56 | 0.08 |
| Petroleum Products | 1.51 | 1.01 |
| IT - Software | 2.13 | 0.02 |
| Retailing | 0.46 | - |
| Healthcare Services | 0.93 | - |
| Banks | 5.67 | 1.02 |
| Pharmaceuticals & Biotechnology | 1.06 | - |
| Cement & Cement Products | 0.35 | 0.9 |
| Insurance | 0.17 | - |
| Construction | 0.05 | - |
| Gas | 0.37 | 1.98 |
| Finance | 0.8 | 1.01 |
| Diversified FMCG | 0.28 | 2.01 |
| Automobiles | 2.74 | - |
| Auto Components | 0.07 | - |
| Food Products | 0.57 | - |
| Consumer Durables | 0.62 | - |
| Fertilizers & Agrochemicals | 0.11 | - |
| Transport Services | 0.47 | - |
| Power | 0.85 | 1.97 |
| Agricultural, Commercial & Construction Vehicles | 0.36 | - |
| Leisure Services | 0.14 | - |
| Realty | 0.14 | 9.28 |
| Industrial Manufacturing | 0.4 | - |
| Beverages | 0.65 | - |
| Ferrous Metals | - | 0.03 |
| Industrial Products | - | 0.73 |
| Consumable Fuels | - | 2.01 |
| Transport Infrastructure | - | 0.05 |
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