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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon SUNDARAM 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 SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Fund Kotak Debt Hybrid - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3052 Cr ₹27 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 02 Dec 2003 25 Jan 2010
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% 252%
Expense Ratio 1.66 2.19
Manager Abhishek Bisen Dwijendra Srivastava
ISIN Code INF174K01393 INF903J01HB0
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 2.23% 2.14%
6 Month 3.62% 3.97%
1 Year 10.21% 9.09%
3 Year 11.81% 8.87%
5 Year 12.59% 9.74%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month 1.81% 2.73%
1 Year 5% 7.09%
3 Year 10.53% 8.42%
5 Year 10.29% 8.27%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 9.07% 7.67%
3 Year 8.61% 7.96%
5 Year 8.7% 7.63%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 4.678% 3.55%
Sharp 0.56% -0.011%
Beta 1.294% 1.006%
Alpha 1.38% -0.98%

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Fund Managers

Scheme Name Kotak Debt Hybrid - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name Abhishek Bisen Dwijendra Srivastava
Total AUM ₹0 Cr ₹14140 Cr
Funds Managed 33 14
Kotak Debt Hybrid - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Market Cap

Scheme Name

Kotak Debt Hybrid - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 77.54 81.82
Large Cap 16.92 16.41
Small Cap 3.41 0
Mid Cap 2.14 1.77

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 77.43 81.72
Communication Services 1.33 1.69
Energy 1.27 2
Technology 3.23 2.38
Consumer Cyclical 3.33 1.47
Consumer Defensive 2.23 1.53
Financial Services 6.27 6.99
Healthcare 1.02 0.43
Basic Materials 0.64 1.3
Industrials 1.36 0.48
Utilities 1.79 -
Real Estate 0.09 -

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