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) | ₹3097 Cr | ₹900 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 | -0.02% | 0.89% |
| 6 Month | 1.87% | 4.76% |
| 1 Year | 4.48% | 9.03% |
| 3 Year | 9.94% | 9.07% |
| 5 Year | 10.51% | 8.81% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 0.95% | 2.22% |
| 1 Year | 5.51% | 10.08% |
| 3 Year | 8.79% | 9.09% |
| 5 Year | 9.17% | 8.64% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 8.96% | 8.62% |
| 3 Year | 8.8% | 9% |
| 5 Year | 8.8% | 10.06% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 4.57% | 1.92% |
| Sharp | 0.72% | 1.18% |
| Beta | 1.45% | 0.54% |
| Alpha | -0.28% | 0.94% |
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 | 77.79 | 87.73 |
| Large Cap | 17.01 | 11.17 |
| Mid Cap | 2.48 | 1.1 |
| Small Cap | 2.73 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 77.4 | 82.85 |
| Communication Services | 1.46 | 0.57 |
| Energy | 1.37 | 1.16 |
| Technology | 2.68 | 1.22 |
| Consumer Cyclical | 3.28 | 1.46 |
| Healthcare | 1.88 | 0.6 |
| Financial Services | 6.74 | 5.04 |
| Basic Materials | 0.77 | 0.92 |
| Utilities | 1.4 | 0.35 |
| Consumer Defensive | 1.54 | 0.87 |
| Industrials | 1.36 | 1.62 |
| Real Estate | 0.13 | 3.33 |
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