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)	₹3108 Cr	₹3212 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	-0.4%	0.13%
6 Month	0.68%	1.58%
1 Year	5.06%	6.86%
3 Year	9.71%	10.86%
5 Year	9.1%	-

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	8.88%	9.47%
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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