Kotak Debt Hybrid vs SBI Conservative Hybrid Fund compare

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Kotak Debt Hybrid - Growth

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SBI Conservative Hybrid Fund - Regular Plan - 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	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)	₹3149 Cr	₹9789 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

Scheme Name	Kotak Debt Hybrid - Growth	SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Month	-0.38%	-0.06%
6 Month	3.39%	5.17%
1 Year	5.04%	5.54%
3 Year	10.8%	10.54%
5 Year	11.22%	11.43%

Scheme Name	Kotak Debt Hybrid - Growth	SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.98%	2.87%
1 Year	5.64%	7.97%
3 Year	10.26%	10.2%
5 Year	10.14%	10.17%

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%

Scheme Name	Kotak Debt Hybrid - Growth	SBI Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	4.55%	3.44%
Sharp	1.08%	1.28%
Beta	1.35%	0.98%
Alpha	0.34%	1.13%

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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

Scheme Name	Kotak Debt Hybrid - Growth	SBI Conservative Hybrid Fund - Regular Plan - Growth
Others	77.15	76.61
Large Cap	17.6	8.46
Mid Cap	2.53	5.98
Small Cap	2.72	8.95

Scheme Name	Kotak Debt Hybrid - Growth	SBI Conservative Hybrid Fund - Regular Plan - Growth
Others	76.85	76.61
Communication Services	1.5	-
Energy	1.65	2.54
Technology	2.86	0
Consumer Cyclical	2.86	2.15
Healthcare	1.72	1.71
Financial Services	7.27	7.82
Basic Materials	0.68	3.61
Utilities	1.6	-
Consumer Defensive	1.42	1.88
Industrials	1.47	3.69
Real Estate	0.12	-