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Kotak Debt Hybrid vs SBI Conservative Hybrid Fund compare
Kotak Debt Hybrid - Growth
SBI Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3132 Cr | ₹9977 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 Dec 2003 | 23 Mar 2001 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 492.24% | 252% |
| Expense Ratio | 1.66 | 1.54 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174K01393 | INF200K01859 |
| 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 | SBI 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 | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.11% | -0.9% |
| 6 Month | 1.47% | 2.3% |
| 1 Year | 3.62% | 5.33% |
| 3 Year | 9.76% | 9.61% |
| 5 Year | 9.56% | 9.66% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.88% | 1.09% |
| 1 Year | 5.45% | 7.49% |
| 3 Year | 8.37% | 8.79% |
| 5 Year | 8.93% | 9.15% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.92% | 8.43% |
| 3 Year | 8.89% | 8.6% |
| 5 Year | 8.83% | 8.49% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.23% | 3.08% |
| Sharp | 0.86% | 1.19% |
| Beta | 1% | 0.45% |
| Alpha | 0.22% | 1.8% |
Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.99 | 76.13 |
| Large Cap | 16.82 | 9.12 |
| Mid Cap | 2.54 | 3.92 |
| Small Cap | 2.65 | 10.84 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.53 | 76.11 |
| Communication Services | 1.57 | - |
| Energy | 1.51 | 1.45 |
| Technology | 2.23 | - |
| Consumer Cyclical | 3.41 | 1.55 |
| Healthcare | 1.99 | 2.08 |
| Financial Services | 6.69 | 7.35 |
| Basic Materials | 0.78 | 5.43 |
| Utilities | 1.22 | - |
| Consumer Defensive | 1.5 | 1.91 |
| Industrials | 1.43 | 4.11 |
| Real Estate | 0.14 | - |
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