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)	₹3065 Cr	₹2955 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%	0.47%
6 Month	5.42%	5.05%
1 Year	2.95%	6.6%
3 Year	10.07%	11.17%
5 Year	10.66%	-

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month	0.5%	0.81%
1 Year	4.33%	6.61%
3 Year	9.01%	10.61%
5 Year	9.32%	-

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	4.60%	3.31%
Sharp	0.59%	1.18%
Beta	1.39%	0.85%
Alpha	0.32%	2.39%

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	78.23	86.83
Large Cap	16.73	10.27
Mid Cap	2.34	2.06
Small Cap	2.7	0.84

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Others	77.94	77.63
Communication Services	1.44	-
Energy	1.31	4.9
Technology	2.67	0.02
Consumer Cyclical	3.11	1.09
Healthcare	1.85	-
Financial Services	6.36	1.98
Basic Materials	0.8	1.08
Utilities	1.54	1.99
Consumer Defensive	1.46	2.07
Industrials	1.4	0.04
Real Estate	0.12	9.2

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