Compare Kotak Debt Hybrid Fund vs Parag Parikh Conservative Hybrid Fund
Fund Details
Risk | NA | NA |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.66 | 0.64 |
NAV | ₹55.98 | ₹14.25 |
Fund Started | 20 Oct 2003 | 07 May 2021 |
Fund Size | ₹2999.05 Cr | ₹2288.30 Cr |
Exit Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months. | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Returns
1 Year | 14.54% | 14.63% |
3 Year | 9.06% | 10.89% |
5 Year | 11.26% | - |
Holding Analysis
Equity | 23.35% | 9.61% |
Cash | 7.01% | 12.62% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Palha Khanna | Rukun Tarachandani |
Start Date | 03 Jul 2023 | 23 Oct 2023 |
About Fund
Description | 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. | The scheme seeks to generate regular income through investments predominantly in debt and money market instruments. The scheme also seeks to generate long term capital appreciation from the portion of equity investments under the scheme. |
Launch Date | 20 Oct 2003 | 07 May 2021 |
