Nippon India Hybrid Bond Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
Nippon India Hybrid Bond Fund-Growth Plan
Chart Comparison
Overview
Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Hybrid Bond Fund-Growth Plan |
---|---|---|
Fund | Kotak Debt Hybrid - Growth | Nippon India Hybrid Bond Fund-Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | High |
Asset Size (Cr) | ₹3052 Cr | ₹829 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 02 Dec 2003 | 29 Dec 2003 |
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% | 21% |
Expense Ratio | 1.66 | 1.9 |
Manager | Abhishek Bisen | Sushil Budhia |
ISIN Code | INF174K01393 | INF204K01FD1 |
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 | Nippon India Hybrid Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Hybrid Bond Fund-Growth Plan |
---|---|---|
1 Month | -0.01% | 0.89% |
6 Month | 1.53% | 4.29% |
1 Year | 6.7% | 8.47% |
3 Year | 11.89% | 9.28% |
5 Year | 11.94% | 9.21% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Hybrid Bond Fund-Growth Plan |
---|---|---|
6 Month | 2.7% | 3.19% |
1 Year | 5.93% | 9.31% |
3 Year | 10.52% | 9.02% |
5 Year | 10.28% | 8.59% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Hybrid Bond Fund-Growth Plan |
---|---|---|
1 Year | 9.05% | 8.66% |
3 Year | 8.7% | 9% |
5 Year | 8.73% | 10.09% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Hybrid Bond Fund-Growth Plan |
---|---|---|
Standard Deviation | 4.678% | 2.142% |
Sharp | 0.56% | 0.45% |
Beta | 1.294% | 0.553% |
Alpha | 1.38% | 0.415% |
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Fund Managers
Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Hybrid Bond Fund-Growth Plan |
---|---|---|
Name | Abhishek Bisen | Sushil Budhia |
Total AUM | ₹0 Cr | ₹29447 Cr |
Funds Managed | 33 | 11 |
Kotak Debt Hybrid - Growth | Nippon India Hybrid Bond Fund-Growth Plan |
Market Cap
Scheme Name |
Kotak Debt Hybrid - Growth |
Nippon India Hybrid Bond Fund-Growth Plan |
---|---|---|
Others | 77.54 | 88.11 |
Large Cap | 16.92 | 11.65 |
Small Cap | 3.41 | - |
Mid Cap | 2.14 | 0.24 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
Nippon India Hybrid Bond Fund-Growth Plan |
---|---|---|
Others | 77.43 | 86.84 |
Communication Services | 1.33 | 0.55 |
Energy | 1.27 | 1.2 |
Technology | 3.23 | 1.69 |
Consumer Cyclical | 3.33 | 1.25 |
Consumer Defensive | 2.23 | 0.91 |
Financial Services | 6.27 | 4.09 |
Healthcare | 1.02 | 0.62 |
Basic Materials | 0.64 | 0.86 |
Industrials | 1.36 | 0.53 |
Utilities | 1.79 | 0.34 |
Real Estate | 0.09 | 1.13 |
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