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 | -0.09% | 0.24% |
| 6 Month | 0.67% | 1.71% |
| 1 Year | 4.88% | 7.19% |
| 3 Year | 9.79% | 10.99% |
| 5 Year | 9.09% | - |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.47% | 0.9% |
| 1 Year | 3.77% | 5.3% |
| 3 Year | 7.6% | 9.25% |
| 5 Year | 8.53% | - |
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 | 78.14 | 86.46 |
| Large Cap | 16.25 | 10.1 |
| Mid Cap | 2.91 | 2.16 |
| Small Cap | 2.7 | 1.28 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 76.75 | 76.98 |
| Communication Services | 1.58 | 0.32 |
| Energy | 1.57 | 5.18 |
| Technology | 2.27 | 0.6 |
| Consumer Cyclical | 3.17 | 0.69 |
| Healthcare | 1.93 | - |
| Financial Services | 6.73 | 2.02 |
| Basic Materials | 0.8 | 0.93 |
| Real Estate | 0.97 | 9.25 |
| Utilities | 1.02 | 1.99 |
| Consumer Defensive | 1.54 | 1.99 |
| Industrials | 1.67 | 0.05 |
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