Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Kotak Debt Hybrid compare

Link copied to clipboard!

tortoise-icon Kotak Debt Hybrid - Growth

Invest Now

tortoise-icon Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.94%

VS

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns8.26%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.99%

VS

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.41%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns22.06%

VS

Axis ELSS Tax Saver Fund - Regular Plan - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns12.49%

Compare Now

PGIM India Midcap Fund - Regular Plan - Growth Option PGIM India Midcap Fund - Regular Plan - Growth Option

3Y Returns13.97%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns24.82%

Compare Now
Add to Cart Successfully