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SBI Conservative Hybrid Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
SBI Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3149 Cr | ₹9799 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 Dec 2003 | 23 Mar 2001 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 492.24% | 252% |
| Expense Ratio | 1.66 | 1.54 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174K01393 | INF200K01859 |
| 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 | SBI 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 | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.05% | -0.66% |
| 6 Month | 3.48% | 5.2% |
| 1 Year | 4.5% | 5.52% |
| 3 Year | 10.14% | 9.99% |
| 5 Year | 10.84% | 11.17% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.22% | 2.19% |
| 1 Year | 3.75% | 6.2% |
| 3 Year | 9.28% | 9.44% |
| 5 Year | 9.53% | 9.66% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.01% | 8.48% |
| 3 Year | 8.76% | 8.53% |
| 5 Year | 8.76% | 8.45% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.47% | 3.34% |
| Sharp | 0.88% | 1.09% |
| Beta | 1.37% | 0.97% |
| Alpha | 0.33% | 1.10% |
Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Debt Hybrid - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.64 | 77.02 |
| Large Cap | 17.05 | 8.01 |
| Mid Cap | 2.58 | 6.17 |
| Small Cap | 2.73 | 8.8 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.34 | 77.02 |
| Communication Services | 1.43 | - |
| Energy | 1.63 | 2.2 |
| Technology | 2.77 | - |
| Consumer Cyclical | 2.89 | 2.01 |
| Healthcare | 1.8 | 1.88 |
| Financial Services | 6.69 | 7.56 |
| Basic Materials | 0.8 | 3.68 |
| Utilities | 1.59 | - |
| Consumer Defensive | 1.42 | 1.95 |
| Industrials | 1.5 | 3.69 |
| Real Estate | 0.12 | - |
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