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)	₹3052 Cr	₹9761 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	2.21%	1.95%
6 Month	4.72%	3.64%
1 Year	10.29%	9.09%
3 Year	12.1%	11.11%
5 Year	12.8%	12.74%

Scheme Name	Kotak Debt Hybrid - Growth	SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month	3.85%	3.41%
1 Year	8.82%	7.47%
3 Year	11.82%	10.57%
5 Year	11.04%	10.43%

Scheme Name	Kotak Debt Hybrid - Growth	SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.07%	8.51%
3 Year	8.61%	8.46%
5 Year	8.7%	8.38%

Scheme Name	Kotak Debt Hybrid - Growth	SBI Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	4.678%	3.514%
Sharp	0.56%	0.648%
Beta	1.294%	0.906%
Alpha	1.38%	1.401%

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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	77.54	79.59
Large Cap	16.92	8.47
Small Cap	3.41	9.61
Mid Cap	2.14	2.32

Scheme Name	Kotak Debt Hybrid - Growth	SBI Conservative Hybrid Fund - Regular Plan - Growth
Others	77.43	79.59
Communication Services	1.33	-
Energy	1.27	0.47
Technology	3.23	2.54
Consumer Cyclical	3.33	2.57
Consumer Defensive	2.23	1.68
Financial Services	6.27	7.63
Healthcare	1.02	0.74
Basic Materials	0.64	1.26
Industrials	1.36	3.51
Utilities	1.79	-
Real Estate	0.09	-