HSBC Conservative Hybrid Fund vs Kotak Debt Hybrid Fund
HSBC Conservative Hybrid Fund (Direct) and Kotak Debt Hybrid Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Conservative Hybrid Fund schemes — see the best conservative hybrid mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 30 Jan 2013 – 20 Aug 2026, limited by Kotak Debt Hybrid Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | HSBC Conservative Hybrid Fund | Kotak Debt Hybrid Fund |
|---|---|---|
| 30 Jan 2013 | ₹100.00 | ₹100.00 |
| 19 Mar 2014 | ₹107.13 | ₹106.47 |
| 05 May 2015 | ₹129.02 | ₹128.47 |
| 21 Jun 2016 | ₹137.20 | ₹141.32 |
| 07 Aug 2017 | ₹157.82 | ₹166.10 |
| 24 Sep 2018 | ₹156.20 | ₹168.78 |
| 10 Nov 2019 | ₹174.63 | ₹191.36 |
| 27 Dec 2020 | ₹198.71 | ₹222.46 |
| 12 Feb 2022 | ₹220.39 | ₹258.72 |
| 01 Apr 2023 | ₹225.93 | ₹272.97 |
| 17 May 2024 | ₹269.58 | ₹330.03 |
| 04 Jul 2025 | ₹300.74 | ₹368.88 |
| 20 Aug 2026 | ₹316.57 | ₹382.83 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
HSBC Conservative Hybrid Fund and Kotak Debt Hybrid Fund share 10% of their equity book by weight.
Shared holdings — HSBC Conservative Hybrid Fund vs Kotak Debt Hybrid Fund
| Stock | HSBC Conservative Hybrid Fund | Kotak Debt Hybrid Fund | |
|---|---|---|---|
| ICICI Bank Ltd | 15.15% | 6.50% | 6.50% |
| Billionbrains Garage Ventures Ltd. | 16.44% | 2.28% | 2.28% |
| Cholamandalam Investment & Finance Company Ltd | 4.25% | 0.86% | 0.86% |
| Infosys Ltd | 0.49% | 1.38% | 0.49% |
| HDFC Bank Ltd | 0.25% | 3.96% | 0.25% |
5 shared of 24 / 47 positions. Weights are shown as a share of each fund's equity book.
| Metric | HSBC · Direct NAV ₹72.11 Moderately High risk ★★★☆☆ | Kotak Mahindra · Direct NAV ₹70.31 Moderately High risk ★★★★☆ | Category median Conservative Hybrid Fund · 16 funds |
|---|---|---|---|
| +4.27% | +4.53%Best in row | +4.50% | |
| +9.89%Best in row | +9.47% | +8.82% | |
| +8.36% | +9.38%Best in row | +8.35% | |
| +8.24% | +9.89%Best in row | +8.19% | |
| +8.86% | +10.41%Best in row | +9.06% | |
| +8.68% | +8.58% | — | |
| +8.96% | +11.09%Best in row | +9.50% | |
| +8.63% | +10.86%Best in row | +9.07% | |
| +8.82% | +11.01%Best in row | +9.04% | |
| Risk | |||
| 4.83% | 4.47%Best in row | 3.63% | |
| 0.70 | 0.66 | 0.62 | |
| 0.97Best in row | 0.91 | 0.85 | |
| -10.38%Best in row | -11.80% | -11.59% | |
| 1.20% | 0.61%Best in row | 0.96% | |
| ₹145.45Cr | ₹2,829Cr | ₹1,148Cr | |
| None | Up to 1.00% | — | |
| ₹500 | ₹100 | — | |
| ₹5.00K | ₹100 | — | |
| 151% | — | 22% | |
| Mahesh Chhabria | Abhishek Bisen | — | |
| 11 Jan 2013 | 30 Jan 2013 | — | |
| 24 | 47 | — | |
| 13.3% | 10.3% | — | |
| 12.3% | 12.4% | — | |
6 rows carry the same value for every fund — show
- Benchmark
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- Alpha
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- Beta
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- Upside capture
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- Downside capture
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- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — HSBC Conservative Hybrid Fund or Kotak Debt Hybrid Fund?
Over the last 3 years, HSBC Conservative Hybrid Fund returned +9.89% CAGR against Kotak Debt Hybrid Fund's +9.47%, computed from AMFI NAV history. Over 5 years: HSBC Conservative Hybrid Fund +8.36% vs Kotak Debt Hybrid Fund +9.38% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — HSBC Conservative Hybrid Fund or Kotak Debt Hybrid Fund?
Kotak Debt Hybrid Fund has the lower expense ratio: HSBC Conservative Hybrid Fund charges 1.20% a year against Kotak Debt Hybrid Fund's 0.61%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — HSBC Conservative Hybrid Fund or Kotak Debt Hybrid Fund?
HSBC Conservative Hybrid Fund has shown higher volatility (+4.83% annualized vs Kotak Debt Hybrid Fund's +4.47%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: HSBC Conservative Hybrid Fund -6.08% vs Kotak Debt Hybrid Fund -3.98%.
Which fund manages more money — HSBC Conservative Hybrid Fund or Kotak Debt Hybrid Fund?
Kotak Debt Hybrid Fund is the larger fund: HSBC Conservative Hybrid Fund manages ₹145.45Cr against Kotak Debt Hybrid Fund's ₹2,829Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are HSBC Conservative Hybrid Fund and Kotak Debt Hybrid Fund in the same category?
Yes — both are Conservative Hybrid Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.