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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) | ₹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 | -1.14% | -1.38% |
| 6 Month | 2.72% | 2.48% |
| 1 Year | 5.04% | 4.22% |
| 3 Year | 10.28% | 7.41% |
| 5 Year | 11% | 8.24% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.22% | 0.43% |
| 1 Year | 3.75% | 2.89% |
| 3 Year | 9.28% | 6.67% |
| 5 Year | 9.53% | 7.19% |
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 | 4.47% | 3.57% |
| Sharp | 0.88% | 0.31% |
| Beta | 1.37% | 1.13% |
| Alpha | 0.33% | -1.83% |
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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