Parag Parikh Conservative Hybrid Fund Regular vs Kotak Debt Hybrid compare

Parag Parikh Conservative Hybrid Fund Regular vs Kotak Debt Hybrid compare

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Kotak Debt Hybrid - Growth

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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)	₹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	77.82	90.11
Large Cap	17.04	7
Mid Cap	2.43	2.05
Small Cap	2.71	0.85

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	Parag Parikh Conservative Hybrid Fund Regular - Growth
Others	77.56	80.33
Communication Services	1.41	-
Energy	1.38	4.05
Technology	2.52	0
Consumer Cyclical	3.29	0.85
Healthcare	1.79	-
Financial Services	6.64	1.04
Basic Materials	0.81	0
Utilities	1.58	1.98
Consumer Defensive	1.56	1.98
Industrials	1.32	0
Real Estate	0.12	9.78

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