SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Kotak Debt Hybrid compare

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)	₹3097 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	0.88%	0.81%
6 Month	2.07%	0.02%
1 Year	4.92%	3.54%
3 Year	10.12%	7.16%
5 Year	10.76%	8.27%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	0.5%	-0.34%
1 Year	4.51%	1.89%
3 Year	8.55%	5.72%
5 Year	9.05%	6.54%

Rolling Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	8.96%	7.53%
3 Year	8.8%	7.93%
5 Year	8.8%	7.95%

Risk Management

Scheme Name	Kotak Debt Hybrid - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	4.57%	3.59%
Sharp	0.72%	0.13%
Beta	1.45%	1.17%
Alpha	-0.28%	-2.37%

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	77.82	79.45
Large Cap	17.04	18.27
Mid Cap	2.43	2.28
Small Cap	2.71	-

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	77.56	78.08
Communication Services	1.41	2.16
Energy	1.38	2.81
Technology	2.52	2.14
Consumer Cyclical	3.29	2.02
Healthcare	1.79	0.65
Financial Services	6.64	7.54
Basic Materials	0.81	1.86
Utilities	1.58	1.37
Consumer Defensive	1.56	0.93
Industrials	1.32	0.44
Real Estate	0.12	-

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