LIC MF CONSERVATIVE HYBRID FUND vs Kotak Debt Hybrid compare

Link copied to clipboard!

Kotak Debt Hybrid - Growth

Invest Now

LIC MF CONSERVATIVE HYBRID FUND-Growth

Invest Now

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3065 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

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Month	0.61%	0.25%	0.25%
6 Month	5.25%	4.06%	4.06%
1 Year	2.68%	2.78%	2.78%
3 Year	9.96%	6.5%	6.5%
5 Year	10.57%	6.3%	6.3%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
6 Month	0.5%	0.23%	0.23%
1 Year	4.33%	3.34%	3.34%
3 Year	9.01%	6.24%	6.24%
5 Year	9.32%	5.89%	5.89%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Year	9.01%	7.47%	7.47%
3 Year	8.76%	6.84%	6.84%
5 Year	8.76%	6.77%	6.77%

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Standard Deviation	4.60%	3.48%	3.48%
Sharp	0.59%	0.04%	0.04%
Beta	1.39%	0.06%	0.06%
Alpha	0.32%	-0.11%	-0.11%

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

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Others	78.48	83.51	83.51
Large Cap	16.46	14.96	14.96
Mid Cap	2.35	1.53	1.53
Small Cap	2.7	-	-

Scheme Name	Kotak Debt Hybrid - Growth	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Others	78.21	81.61	81.61
Communication Services	1.41	-	-
Energy	1.32	2.89	2.89
Technology	2.59	2.68	2.68
Consumer Cyclical	2.81	2.56	2.56
Healthcare	1.85	-	-
Financial Services	6.51	8.61	8.61
Basic Materials	0.79	-	-
Utilities	1.56	-	-
Consumer Defensive	1.4	1.65	1.65
Industrials	1.44	-	-
Real Estate	0.11	-	-