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Parag Parikh Conservative Hybrid Fund Regular vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon Parag Parikh 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 Parag Parikh Conservative Hybrid Fund Regular - Growth
Fund Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3132 Cr ₹3168 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 02 Dec 2003 26 May 2021
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% %
Expense Ratio 1.66 0.65
Manager Abhishek Bisen Rajeev Thakkar
ISIN Code INF174K01393 INF879O01209
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 Parag Parikh Conservative Hybrid Fund - Regular Plan - 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 Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Month -0.24% 0.21%
6 Month 1.61% 2.2%
1 Year 3.66% 7.18%
3 Year 9.68% 11.13%
5 Year 9.59% -

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month 0.88% 1.29%
1 Year 5.45% 6.99%
3 Year 8.37% 10%
5 Year 8.93% -

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year 8.92% 9.94%
3 Year 8.89% 11.23%
5 Year 8.83% -

Risk Management

Scheme Name Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation 4.57% 3.09%
Sharp 0.67% 1.37%
Beta 1.50% 0.80%
Alpha -0.08% 2.50%

Fund Managers

Scheme Name Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
Name Abhishek Bisen Rajeev Thakkar
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 33 5
Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth

Market Cap

Scheme Name

Kotak Debt Hybrid - Growth

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 78 87.04
Large Cap 16.59 10.08
Mid Cap 2.66 2.08
Small Cap 2.74 0.8

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 77.5 77.73
Communication Services 1.57 0.08
Energy 1.51 5.04
Technology 2.15 0.02
Consumer Cyclical 3.21 0.8
Healthcare 2.12 -
Financial Services 6.73 2.01
Basic Materials 0.8 0.96
Utilities 1.24 2
Consumer Defensive 1.61 2.02
Industrials 1.43 0.04
Real Estate 0.13 9.31

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