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) | ₹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 | -0.12% | 0.26% |
| 6 Month | 1.24% | 2.26% |
| 1 Year | 5.92% | 7.83% |
| 3 Year | 10.1% | 11.54% |
| 5 Year | 10.35% | - |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.02% | 1.4% |
| 1 Year | 5.56% | 7.58% |
| 3 Year | 8.76% | 10.41% |
| 5 Year | 9.16% | - |
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 | 77.65 | 87.02 |
| Large Cap | 16.97 | 10.08 |
| Mid Cap | 2.7 | 2.1 |
| Small Cap | 2.68 | 0.8 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 77.27 | 77.36 |
| Communication Services | 1.53 | - |
| Energy | 1.48 | 5.01 |
| Technology | 2.47 | 0.02 |
| Consumer Cyclical | 3.27 | 0.8 |
| Healthcare | 2.01 | - |
| Financial Services | 6.77 | 2.05 |
| Basic Materials | 0.78 | 0.98 |
| Utilities | 1.26 | 2.01 |
| Consumer Defensive | 1.61 | 2.07 |
| Industrials | 1.41 | 0.04 |
| Real Estate | 0.13 | 9.66 |
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