Nippon India Hybrid Bond Fund vs Kotak Debt Hybrid compare

Nippon India Hybrid Bond Fund vs Kotak Debt Hybrid compare

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Kotak Debt Hybrid - Growth

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Nippon India Conservative Hybrid Fund - Regular - Growth

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Chart Comparison

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

Overview

Scheme Name	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth
Fund	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	High
Asset Size (Cr)	₹3132 Cr	₹923 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 Conservative Hybrid Fund - Regular - Growth
1 Month	0.09%	0.46%
6 Month	1.96%	4.31%
1 Year	4.81%	9.53%
3 Year	10.27%	9.22%
5 Year	9.68%	8.55%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth
6 Month	0.8%	2%
1 Year	4.92%	9.51%
3 Year	8.41%	9.02%
5 Year	9.02%	8.64%

Rolling Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth
1 Year	8.91%	8.53%
3 Year	8.92%	8.94%
5 Year	8.84%	9.92%

Risk Management

Scheme Name	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth
Standard Deviation	4.23%	2.07%
Sharp	0.86%	1.61%
Beta	1%	0.4%
Alpha	0.22%	1.65%

Fund Managers

Scheme Name	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth
Name	Abhishek Bisen	Sushil Budhia
Total AUM	₹0 Cr	₹29447 Cr
Funds Managed	33	11
	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth

Market Cap

Scheme Name	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth
Others	77.99	87.29
Large Cap	16.82	11.45
Mid Cap	2.54	1.26
Small Cap	2.65	-

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	Nippon India Conservative Hybrid Fund - Regular - Growth
Others	77.53	82.38
Communication Services	1.57	0.6
Energy	1.51	1.27
Technology	2.23	1.27
Consumer Cyclical	3.41	1.56
Healthcare	1.99	0.61
Financial Services	6.69	5.25
Basic Materials	0.78	0.93
Utilities	1.22	0.33
Consumer Defensive	1.5	0.87
Industrials	1.43	1.64
Real Estate	0.14	3.29

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