Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Parag Parikh Conservative Hybrid Fund Regular vs Kotak Debt Hybrid compare

Link copied to clipboard!

tortoise-icon Kotak Debt Hybrid - Growth

Invest Now

tortoise-icon Parag Parikh Conservative Hybrid Fund Regular - Growth

Invest Now

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) ₹3097 Cr ₹3074 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 0.07% 0.52%
6 Month 2.03% 3.2%
1 Year 4.28% 7.25%
3 Year 10.07% 11.78%
5 Year 10.52% -

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month 1.17% 1.8%
1 Year 5.76% 8.23%
3 Year 8.96% 10.69%
5 Year 9.3% -

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year 8.96% 9.94%
3 Year 8.8% 11.23%
5 Year 8.8% -

Risk Management

Scheme Name Kotak Debt Hybrid - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation 4.57% 3.09%
Sharp 0.72% 1.53%
Beta 1.45% 0.80%
Alpha -0.28% 2.72%

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 77.79 87.05
Large Cap 17.01 9.98
Mid Cap 2.48 2.1
Small Cap 2.73 0.88

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 77.4 77.39
Communication Services 1.46 -
Energy 1.37 4.93
Technology 2.68 0.02
Consumer Cyclical 3.28 0.88
Healthcare 1.88 -
Financial Services 6.74 2.06
Basic Materials 0.77 1.01
Utilities 1.4 2.04
Consumer Defensive 1.54 1.97
Industrials 1.36 0.04
Real Estate 0.13 9.66

Top Comparisons

Kotak Midcap Fund - Growth Kotak Midcap Fund - Growth

3Y Returns21.06%

VS

HDFC Mid-Cap Fund - Growth Plan HDFC Mid-Cap Fund - Growth Plan

3Y Returns25.05%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.21%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.04%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.88%

Compare Now

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns9.5%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns7.98%

Compare Now
Add to Cart Successfully