Compare Sundaram Conservative Hybrid Fund vs Kotak Debt Hybrid Fund
Sundaram Conservative Hybrid Fund
Kotak Debt Hybrid Fund
Risk
Moderate
High
Rating
2.0
3.0
Min SIP Amount
₹250
₹100
Expense Ratio
1.89
1.75
NAV
₹32.86
₹70.05
Fund Started
25 Jan 2010
20 Oct 2003
Fund Size
₹18.69 Cr
₹2882.22 Cr
Exit Load
-
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months.
1 Year
-0.19%
2.53%
3 Year
4.95%
8.02%
5 Year
6.31%
7.97%
Equity
19.72%
22.69%
Cash
53.10%
4.48%
Top 10 Holdings
Bharti Airtel Ltd. | 2.38% |
HDFC Bank Ltd. | 2.14% |
Reliance Industries Ltd. | 2.08% |
State Bank of India | 1.32% |
ICICI Bank Ltd. | 1.18% |
Infosys Ltd. | 0.91% |
Axis Bank Ltd. | 0.86% |
Bajaj Auto Ltd. | 0.83% |
HCL Technologies Ltd. | 0.80% |
Ultratech Cement Ltd. | 0.75% |
ICICI Bank Ltd. | 1.43% |
HDFC Bank Ltd. | 1.30% |
State Bank of India | 1.26% |
NTPC Ltd. | 1.14% |
Maruti Suzuki India Ltd. | 1.13% |
Bharti Airtel Ltd. | 1.06% |
Axis Bank Ltd. | 0.99% |
Reliance Industries Ltd. | 0.88% |
Hero Motocorp Ltd. | 0.81% |
Bank Of Baroda | 0.71% |
Name
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-
Start Date
-
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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
