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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) | ₹3149 Cr | ₹51 Cr | ₹51 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 | -0.18% | -0.62% | -0.62% |
| 6 Month | 3.76% | 3.02% | 3.02% |
| 1 Year | 5.26% | 5% | 5% |
| 3 Year | 10.83% | 6.69% | 6.69% |
| 5 Year | 11.3% | 6.3% | 6.3% |
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 | 1.98% | 1.6% | 1.6% |
| 1 Year | 5.64% | 4.93% | 4.93% |
| 3 Year | 10.26% | 7.1% | 7.1% |
| 5 Year | 10.14% | 6.44% | 6.44% |
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 | 9.05% | 7.48% | 7.48% |
| 3 Year | 8.7% | 6.81% | 6.81% |
| 5 Year | 8.73% | 6.76% | 6.76% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 4.55% | 3.48% | 3.48% |
| Sharp | 1.08% | 0.6% | 0.6% |
| Beta | 1.35% | 0.71% | 0.71% |
| Alpha | 0.34% | -1.98% | -1.98% |
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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 | 77.15 | 80.14 | 80.14 |
| Large Cap | 17.6 | 14.14 | 14.14 |
| Mid Cap | 2.53 | 1.64 | 1.64 |
| Small Cap | 2.72 | 4.07 | 4.07 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 76.85 | 78.6 | 78.6 |
| Communication Services | 1.5 | - | - |
| Energy | 1.65 | 3.06 | 3.06 |
| Technology | 2.86 | 2.88 | 2.88 |
| Consumer Cyclical | 2.86 | 1.64 | 1.64 |
| Healthcare | 1.72 | - | - |
| Financial Services | 7.27 | 8.26 | 8.26 |
| Basic Materials | 0.68 | 4.07 | 4.07 |
| Utilities | 1.6 | - | - |
| Consumer Defensive | 1.42 | 1.48 | 1.48 |
| Industrials | 1.47 | - | - |
| Real Estate | 0.12 | - | - |
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