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Kotak Debt Hybrid vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Kotak Debt Hybrid - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3065 Cr | ₹21 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 02 Dec 2003 | 25 Jan 2010 |
| 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% | 252% |
| Expense Ratio | 1.66 | 2.19 |
| Manager | Abhishek Bisen | Dwijendra Srivastava |
| ISIN Code | INF174K01393 | INF903J01HB0 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.61% | 0.46% |
| 6 Month | 5.25% | 3.63% |
| 1 Year | 2.68% | 2.23% |
| 3 Year | 9.96% | 7.11% |
| 5 Year | 10.57% | 8.3% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.5% | -0.1% |
| 1 Year | 4.33% | 2.98% |
| 3 Year | 9.01% | 6.41% |
| 5 Year | 9.32% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.01% | 7.6% |
| 3 Year | 8.76% | 7.99% |
| 5 Year | 8.76% | 7.88% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.60% | 3.72% |
| Sharp | 0.59% | 0.03% |
| Beta | 1.39% | 1.16% |
| Alpha | 0.32% | -1.84% |
Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 33 | 14 |
| Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.23 | 79.65 |
| Large Cap | 16.73 | 18.05 |
| Mid Cap | 2.34 | 2.3 |
| Small Cap | 2.7 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.94 | 78.35 |
| Communication Services | 1.44 | 2.15 |
| Energy | 1.31 | 2.71 |
| Technology | 2.67 | 2.19 |
| Consumer Cyclical | 3.11 | 1.95 |
| Healthcare | 1.85 | 0.63 |
| Financial Services | 6.36 | 7.44 |
| Basic Materials | 0.8 | 1.9 |
| Utilities | 1.54 | 1.29 |
| Consumer Defensive | 1.46 | 0.95 |
| Industrials | 1.4 | 0.43 |
| Real Estate | 0.12 | - |
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