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 | 0.3% | 0.02% |
| 6 Month | 0.94% | 1.72% |
| 1 Year | 4.6% | 7.12% |
| 3 Year | 9.72% | 11.02% |
| 5 Year | 9.13% | - |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.84% | 0.82% |
| 1 Year | 4.4% | 5.23% |
| 3 Year | 7.79% | 9.26% |
| 5 Year | 8.62% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.89% | 9.53% |
| 3 Year | 8.93% | 11.26% |
| 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 | 0.9% | 1.59% |
| Beta | 0.99% | 0.53% |
| Alpha | 0.41% | 3.02% |
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 | 78.15 | 84.14 |
| Large Cap | 16.46 | 10.03 |
| Mid Cap | 2.75 | 2.06 |
| Small Cap | 2.64 | 0.73 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 76.86 | 74.86 |
| Communication Services | 1.56 | - |
| Energy | 1.53 | - |
| Technology | 2.28 | - |
| Consumer Cyclical | 3.47 | - |
| Healthcare | 1.94 | - |
| Financial Services | 6.44 | - |
| Basic Materials | 0.8 | - |
| Real Estate | 0.96 | - |
| Utilities | 1 | - |
| Consumer Defensive | 1.54 | - |
| Industrials | 1.62 | - |
| Petroleum Products | - | 1.01 |
| Finance | - | 1.01 |
| Banks | - | 1.02 |
| Realty | - | 9.28 |
| Ferrous Metals | - | 0.03 |
| Telecom - Services | - | 0.08 |
| Diversified FMCG | - | 2.01 |
| Industrial Products | - | 0.73 |
| Gas | - | 1.98 |
| IT - Software | - | 0.02 |
| Cement & Cement Products | - | 0.9 |
| Consumable Fuels | - | 2.01 |
| Power | - | 1.97 |
| Transport Infrastructure | - | 0.05 |
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