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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) | ₹3132 Cr | ₹21 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 | -0.28% | 0.08% |
| 6 Month | 1.62% | 0.79% |
| 1 Year | 4.9% | 4.19% |
| 3 Year | 10.12% | 7.07% |
| 5 Year | 9.62% | 7.72% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.3% | 1.25% |
| 1 Year | 5.47% | 4.04% |
| 3 Year | 8.39% | 6.11% |
| 5 Year | 9.01% | 6.75% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.91% | 7.33% |
| 3 Year | 8.92% | 7.79% |
| 5 Year | 8.84% | 7.99% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.57% | 3.55% |
| Sharp | 0.67% | 0.06% |
| Beta | 1.50% | 1.18% |
| Alpha | -0.08% | -2.26% |
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 | 77.99 | 78.29 |
| Large Cap | 16.82 | 19.37 |
| Mid Cap | 2.54 | 2.33 |
| Small Cap | 2.65 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.53 | 78.29 |
| Communication Services | 1.57 | 2.46 |
| Energy | 1.51 | 3.22 |
| Technology | 2.23 | 2.99 |
| Consumer Cyclical | 3.41 | 1.89 |
| Healthcare | 1.99 | 0.69 |
| Financial Services | 6.69 | 7.64 |
| Basic Materials | 0.78 | 1.24 |
| Utilities | 1.22 | - |
| Consumer Defensive | 1.5 | 0.52 |
| Industrials | 1.43 | 1.05 |
| Real Estate | 0.14 | - |
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