SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3149 Cr | ₹22 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 | -0.53% | -0.67% |
6 Month | 3.24% | 3.17% |
1 Year | 4.92% | 4.31% |
3 Year | 10.57% | 7.62% |
5 Year | 11.18% | 8.41% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.51% | 0.82% |
1 Year | 4.52% | 3.88% |
3 Year | 9.72% | 7.14% |
5 Year | 9.81% | 7.48% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.01% | 7.6% |
3 Year | 8.76% | 7.99% |
5 Year | 8.76% | 7.88% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.55% | 3.62% |
Sharp | 1.08% | 0.53% |
Beta | 1.35% | 1.11% |
Alpha | 0.34% | -1.82% |
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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 | 77.64 | 74.91 |
Large Cap | 17.05 | 22.57 |
Mid Cap | 2.58 | 2.51 |
Small Cap | 2.73 | - |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 77.34 | 73.64 |
Communication Services | 1.43 | 2.24 |
Energy | 1.63 | 3.14 |
Technology | 2.77 | 2.62 |
Consumer Cyclical | 2.89 | 1.84 |
Healthcare | 1.8 | 0.57 |
Financial Services | 6.69 | 10.07 |
Basic Materials | 0.8 | 1.92 |
Utilities | 1.59 | 1.27 |
Consumer Defensive | 1.42 | 2.04 |
Industrials | 1.5 | 0.65 |
Real Estate | 0.12 | - |
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