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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) ₹3065 Cr ₹2955 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 0.77% -0.03%
6 Month 4.93% 4.81%
1 Year 2.69% 6.24%
3 Year 9.66% 10.88%
5 Year 10.68% -

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month 0.5% 0.81%
1 Year 4.33% 6.61%
3 Year 9.01% 10.61%
5 Year 9.32% -

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year 9.01% 10.2%
3 Year 8.76% 11.25%
5 Year 8.76% -

Risk Management

Scheme Name Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation 4.60% 3.31%
Sharp 0.59% 1.18%
Beta 1.39% 0.85%
Alpha 0.32% 2.39%

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 78.48 86.89
Large Cap 16.46 10.23
Mid Cap 2.35 2.04
Small Cap 2.7 0.84

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 78.21 78.05
Communication Services 1.41 -
Energy 1.32 4.94
Technology 2.59 0.02
Consumer Cyclical 2.81 1.09
Healthcare 1.85 -
Financial Services 6.51 1.98
Basic Materials 0.79 1.05
Utilities 1.56 2.01
Consumer Defensive 1.4 1.97
Industrials 1.44 0.05
Real Estate 0.11 8.84

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