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) | ₹3149 Cr | ₹2818 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 | -0.38% | 0.37% |
6 Month | 3.39% | 4.64% |
1 Year | 5.04% | 7.66% |
3 Year | 10.8% | 11.78% |
5 Year | 11.22% | - |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
6 Month | 1.98% | 2.51% |
1 Year | 5.64% | 8.94% |
3 Year | 10.26% | 11.91% |
5 Year | 10.14% | - |
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 | 4.55% | 3.23% |
Sharp | 1.08% | 1.63% |
Beta | 1.35% | 0.81% |
Alpha | 0.34% | 2.49% |
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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 | 77.15 | 87.26 |
Large Cap | 17.6 | 9.73 |
Mid Cap | 2.53 | 2.12 |
Small Cap | 2.72 | 0.89 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Others | 76.85 | 78.09 |
Communication Services | 1.5 | - |
Energy | 1.65 | 5.12 |
Technology | 2.86 | 0.02 |
Consumer Cyclical | 2.86 | 1.17 |
Healthcare | 1.72 | - |
Financial Services | 7.27 | 1.2 |
Basic Materials | 0.68 | 1.11 |
Utilities | 1.6 | 2.07 |
Consumer Defensive | 1.42 | 2 |
Industrials | 1.47 | 0.05 |
Real Estate | 0.12 | 9.17 |
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