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LIC MF CONSERVATIVE HYBRID FUND vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3097 Cr | ₹49 Cr | ₹49 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 02 Dec 2003 | 02 Jun 2003 | 02 Jun 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 492.24% | % | 51% |
| Expense Ratio | 1.66 | 2.25 | 2.25 |
| Manager | Abhishek Bisen | Pratik Harish Shroff | Pratik Harish Shroff |
| ISIN Code | INF174K01393 | INF767K01808 | INF767K01808 |
| 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 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.17% | 1.4% | 1.4% |
| 6 Month | 3.25% | 3.73% | 3.73% |
| 1 Year | 5.37% | 5.36% | 5.36% |
| 3 Year | 10.05% | 6.6% | 6.6% |
| 5 Year | 10.48% | 6.22% | 6.22% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.95% | 1.18% | 1.18% |
| 1 Year | 5.51% | 5.55% | 5.55% |
| 3 Year | 8.79% | 6.67% | 6.67% |
| 5 Year | 9.17% | 6.18% | 6.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 8.94% | 7.41% | 7.41% |
| 3 Year | 8.86% | 6.8% | 6.8% |
| 5 Year | 8.82% | 6.75% | 6.75% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 4.57% | 3.48% | 3.48% |
| Sharp | 0.72% | 0.22% | 0.22% |
| Beta | 1.45% | 0.74% | 0.74% |
| Alpha | -0.28% | -2.33% | -2.33% |
Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Pratik Harish Shroff | Pratik Harish Shroff |
| Total AUM | ₹0 Cr | ₹2586 Cr | ₹2586 Cr |
| Funds Managed | 33 | 10 | 10 |
| Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 77.79 | 83.25 | 83.25 |
| Large Cap | 17.01 | 15.08 | 15.08 |
| Mid Cap | 2.48 | 1.68 | 1.68 |
| Small Cap | 2.73 | - | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 77.4 | 80.99 | 80.99 |
| Communication Services | 1.46 | - | - |
| Energy | 1.37 | 3.05 | 3.05 |
| Technology | 2.68 | 2.68 | 2.68 |
| Consumer Cyclical | 3.28 | 2.75 | 2.75 |
| Healthcare | 1.88 | - | - |
| Financial Services | 6.74 | 8.92 | 8.92 |
| Basic Materials | 0.77 | - | - |
| Utilities | 1.4 | - | - |
| Consumer Defensive | 1.54 | 1.6 | 1.6 |
| Industrials | 1.36 | - | - |
| Real Estate | 0.13 | - | - |
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