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) | ₹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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