Parag Parikh Conservative Hybrid Fund Regular vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
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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