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) | ₹3124 Cr | ₹918 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% | 0.79% |
| 6 Month | 0.76% | 4.08% |
| 1 Year | 3.15% | 9.09% |
| 3 Year | 9.6% | 9.08% |
| 5 Year | 9.52% | 8.56% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.37% | 2.59% |
| 1 Year | 6.02% | 10.68% |
| 3 Year | 8.69% | 9.29% |
| 5 Year | 9.13% | 8.78% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 8.92% | 8.52% |
| 3 Year | 8.89% | 8.93% |
| 5 Year | 8.83% | 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 | 78 | 87.55 |
| Large Cap | 16.59 | 11.26 |
| Mid Cap | 2.66 | 1.19 |
| Small Cap | 2.74 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 77.5 | 82.7 |
| Communication Services | 1.57 | 0.6 |
| Energy | 1.51 | 1.24 |
| Technology | 2.15 | 1.23 |
| Consumer Cyclical | 3.21 | 1.52 |
| Healthcare | 2.12 | 0.6 |
| Financial Services | 6.73 | 5.1 |
| Basic Materials | 0.8 | 0.94 |
| Utilities | 1.24 | 0.33 |
| Consumer Defensive | 1.61 | 0.86 |
| Industrials | 1.43 | 1.61 |
| Real Estate | 0.13 | 3.28 |
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