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Compare Sundaram Conservative Hybrid Fund vs Kotak Debt Hybrid Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | NA | NA |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹250 | ₹100 |
Expense Ratio | 1.85 | 1.66 |
NAV | ₹29.59 | ₹59.24 |
Fund Started | 25 Jan 2010 | 20 Oct 2003 |
Fund Size | ₹20.88 Cr | ₹3096.53 Cr |
Exit Load | - | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months. |
Risk
NA
NA
Rating
2.0
4.0
Min SIP Amount
₹250
₹100
Expense Ratio
1.85
1.66
NAV
₹29.59
₹59.24
Fund Started
25 Jan 2010
20 Oct 2003
Fund Size
₹20.88 Cr
₹3096.53 Cr
Exit Load
-
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months.
Returns
1 Year | 2.78% | 4.01% |
3 Year | 7.51% | 10.67% |
5 Year | 8.25% | 10.88% |
1 Year
2.78%
4.01%
3 Year
7.51%
10.67%
5 Year
8.25%
10.88%
Holding Analysis
Equity | 20.55% | 22.39% |
Cash | 21.76% | 2.22% |
Equity
20.55%
22.39%
Cash
21.76%
2.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 3.03% |
ICICI Bank Ltd. | 2.45% |
Bharti Airtel Ltd. | 2.16% |
Reliance Industries Ltd. | 2.16% |
Infosys Ltd. | 1.21% |
State Bank of India | 1.09% |
HCL Technologies Ltd. | 0.93% |
Maruti Suzuki India Ltd. | 0.77% |
Ultratech Cement Ltd. | 0.73% |
Bajaj Auto Ltd. | 0.66% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 1.44% |
Bharti Airtel Ltd. | 1.36% |
Maruti Suzuki India Ltd. | 1.34% |
Hero Motocorp Ltd. | 1.28% |
Infosys Ltd. | 1.05% |
ICICI Bank Ltd. | 1.02% |
State Bank of India | 1.00% |
NTPC Ltd. | 0.89% |
Tech Mahindra Ltd. | 0.88% |
Reliance Industries Ltd. | 0.87% |
Fund Manager
Name | Dwijendra Srivastava | Palha Khanna |
Start Date | 02 Jul 2025 | 28 Feb 2024 |
Name
Dwijendra Srivastava
Palha Khanna
Start Date
02 Jul 2025
28 Feb 2024
About Fund
Description | The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. | The Scheme seeks to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities, the Scheme will aim at generating regular returns, while enhancement of return is intended through investing in equity and equity related securities. |
Launch Date | 25 Jan 2010 | 20 Oct 2003 |
Description
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
The Scheme seeks to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities, the Scheme will aim at generating regular returns, while enhancement of return is intended through investing in equity and equity related securities.
Launch Date
25 Jan 2010
20 Oct 2003