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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) | ₹3065 Cr | ₹9787 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 | 0.43% | 0.82% |
| 6 Month | 5.05% | 6.54% |
| 1 Year | 2.67% | 4.48% |
| 3 Year | 9.68% | 9.66% |
| 5 Year | 10.56% | 11.06% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.5% | 1.84% |
| 1 Year | 4.33% | 7.7% |
| 3 Year | 9.01% | 9.57% |
| 5 Year | 9.32% | 9.67% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.01% | 8.48% |
| 3 Year | 8.76% | 8.53% |
| 5 Year | 8.76% | 8.45% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.60% | 3.36% |
| Sharp | 0.59% | 0.86% |
| Beta | 1.39% | 0.96% |
| Alpha | 0.32% | 1.26% |
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 | 78.48 | 77.7 |
| Large Cap | 16.46 | 8.03 |
| Mid Cap | 2.35 | 5.66 |
| Small Cap | 2.7 | 8.62 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.21 | 76.86 |
| Communication Services | 1.41 | - |
| Energy | 1.32 | 2.18 |
| Technology | 2.59 | - |
| Consumer Cyclical | 2.81 | 1.88 |
| Healthcare | 1.85 | 1.76 |
| Financial Services | 6.51 | 7.18 |
| Basic Materials | 0.79 | 3.77 |
| Utilities | 1.56 | - |
| Consumer Defensive | 1.4 | 1.88 |
| Industrials | 1.44 | 4.49 |
| Real Estate | 0.11 | - |
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