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SBI Conservative Hybrid Fund vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - 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 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) ₹3130 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 -1.18% -0.48%
6 Month 4.08% 6.46%
1 Year 3.54% 5.51%
3 Year 10.03% 10.06%
5 Year 10.83% 11.21%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month 0.6% 1.8%
1 Year 3.43% 6.28%
3 Year 9.16% 9.43%
5 Year 9.46% 9.65%

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 78.35 77.02
Large Cap 16.38 8.01
Mid Cap 2.56 6.17
Small Cap 2.71 8.8

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 78.08 77.02
Communication Services 1.43 -
Energy 1.55 2.2
Technology 2.62 -
Consumer Cyclical 2.67 2.01
Healthcare 1.85 1.88
Financial Services 6.42 7.56
Basic Materials 0.81 3.68
Utilities 1.55 -
Consumer Defensive 1.42 1.95
Industrials 1.48 3.69
Real Estate 0.12 -

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