Nippon India Hybrid Bond Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
Nippon India Conservative Hybrid Fund - Regular - Growth
Chart Comparison
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 | ₹933 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 | - | 0.14% |
| 6 Month | 1.06% | 3.76% |
| 1 Year | 5.92% | 9.78% |
| 3 Year | 9.77% | 9.15% |
| 5 Year | 9.05% | 8.32% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 0.84% | 1.89% |
| 1 Year | 4.4% | 8.9% |
| 3 Year | 7.79% | 8.76% |
| 5 Year | 8.62% | 8.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 8.89% | 8.55% |
| 3 Year | 8.93% | 8.95% |
| 5 Year | 8.85% | 9.91% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 4.23% | 2.07% |
| Sharp | 0.9% | 1.66% |
| Beta | 0.99% | 0.39% |
| Alpha | 0.41% | 1.73% |
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 | 78.15 | 87.58 |
| Large Cap | 16.46 | 11.35 |
| Mid Cap | 2.75 | 1.08 |
| Small Cap | 2.64 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 76.86 | 81.14 |
| Communication Services | 1.56 | 0.6 |
| Energy | 1.53 | 1.26 |
| Technology | 2.28 | 1.29 |
| Consumer Cyclical | 3.47 | 1.58 |
| Healthcare | 1.94 | 0.58 |
| Financial Services | 6.44 | 4.96 |
| Basic Materials | 0.8 | 0.94 |
| Real Estate | 0.96 | 4.83 |
| Utilities | 1 | 0.32 |
| Consumer Defensive | 1.54 | 0.85 |
| Industrials | 1.62 | 1.64 |
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