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) | ₹3052 Cr | ₹27 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 | 2% | 2.3% |
6 Month | 2.55% | 3.34% |
1 Year | 9.62% | 9.01% |
3 Year | 10.62% | 8.11% |
5 Year | 12.39% | 9.6% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
6 Month | 2.82% | 3.14% |
1 Year | 6.8% | 7.59% |
3 Year | 11.38% | 8.78% |
5 Year | 10.84% | 8.54% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Year | 9.07% | 7.67% |
3 Year | 8.61% | 7.96% |
5 Year | 8.7% | 7.63% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.678% | 3.55% |
Sharp | 0.56% | -0.011% |
Beta | 1.294% | 1.006% |
Alpha | 1.38% | -0.98% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 77.54 | 81.82 |
Large Cap | 16.92 | 16.41 |
Small Cap | 3.41 | 0 |
Mid Cap | 2.14 | 1.77 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 77.43 | 81.72 |
Communication Services | 1.33 | 1.69 |
Energy | 1.27 | 2 |
Technology | 3.23 | 2.38 |
Consumer Cyclical | 3.33 | 1.47 |
Consumer Defensive | 2.23 | 1.53 |
Financial Services | 6.27 | 6.99 |
Healthcare | 1.02 | 0.43 |
Basic Materials | 0.64 | 1.3 |
Industrials | 1.36 | 0.48 |
Utilities | 1.79 | - |
Real Estate | 0.09 | - |
Top Comparisons
INVESCO INDIA SHORT DURATION FUND - Growth
3Y Returns6.55%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.89%
Kotak Banking and PSU Debt - Growth
3Y Returns7.16%
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns6.8%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.48%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.13%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.74%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.23%