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Aditya Birla Sun Life Regular Savings Fund vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

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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 Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Fund Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3108 Cr ₹1378 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹500
Launch Date 02 Dec 2003 22 May 2004
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% 149%
Expense Ratio 1.66 1.91
Manager Abhishek Bisen Dhaval Joshi
ISIN Code INF174K01393 INF209K01751
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 Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Month 0.08% 1.12%
6 Month 3.2% 4.8%
1 Year 6.85% 9.01%
3 Year 11.9% 10.4%
5 Year 11.71% 11.75%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
6 Month 2.88% 4%
1 Year 6.71% 10.28%
3 Year 10.86% 10.41%
5 Year 10.49% 9.84%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Year 9.05% 10.24%
3 Year 8.7% 8.45%
5 Year 8.73% 8.94%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Standard Deviation 4.61% 3.54%
Sharp 1.03% 0.81%
Beta 1.35% 1.00%
Alpha 0.43% -0.36%

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Fund Managers

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Name Abhishek Bisen Dhaval Joshi
Total AUM ₹0 Cr ₹361932 Cr
Funds Managed 33 55
Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Market Cap

Scheme Name

Kotak Debt Hybrid - Growth

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Others 76.67 79.03
Large Cap 17.23 15.91
Mid Cap 2.69 2.46
Small Cap 3.4 2.59

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Others 76.38 76.14
Communication Services 1.38 1.2
Energy 1.74 0.78
Technology 2.83 2.46
Consumer Cyclical 3.4 1.77
Healthcare 1.71 2.21
Financial Services 7.16 8.54
Basic Materials 0.67 1.97
Utilities 1.61 0.33
Consumer Defensive 1.41 1.12
Industrials 1.58 2.11
Real Estate 0.12 1.37

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