SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Kotak Debt Hybrid compare

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Kotak Debt Hybrid - Growth

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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

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month	-0.01%	-0.73%
6 Month	1.53%	1.65%
1 Year	6.7%	6.43%
3 Year	11.89%	8.63%
5 Year	11.94%	9.1%

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	2.7%	2%
1 Year	5.93%	5.16%
3 Year	10.52%	7.69%
5 Year	10.28%	7.84%

Scheme Name	Kotak Debt Hybrid - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year	9.05%	7.65%
3 Year	8.7%	7.91%
5 Year	8.73%	7.78%

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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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

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

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	-