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 | ₹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 | 0.08% | 0.21% |
| 6 Month | 1.55% | 3.84% |
| 1 Year | 5.11% | 9.65% |
| 3 Year | 10.02% | 9.16% |
| 5 Year | 9.51% | 8.45% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.3% | 2.17% |
| 1 Year | 5.47% | 9.57% |
| 3 Year | 8.39% | 9.01% |
| 5 Year | 9.01% | 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 |
Top Comparisons
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns20.18%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns16.94%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.52%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Quant BFSI Fund Regular - Growth
3Y Returns0%
HDFC Money Market Fund - Growth Option
3Y Returns7.41%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.52%