- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Regular Savings Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
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) | ₹3130 Cr | ₹1524 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 | -1.18% | -0.05% |
| 6 Month | 4.08% | 6.09% |
| 1 Year | 3.54% | 7.97% |
| 3 Year | 10.03% | 8.95% |
| 5 Year | 10.83% | 11.1% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 0.6% | 2.23% |
| 1 Year | 3.43% | 7.97% |
| 3 Year | 9.16% | 9.51% |
| 5 Year | 9.46% | 9.16% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 9.01% | 10.24% |
| 3 Year | 8.76% | 8.45% |
| 5 Year | 8.76% | 8.94% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 4.47% | 3.00% |
| Sharp | 0.88% | 0.82% |
| Beta | 1.37% | 0.88% |
| Alpha | 0.33% | 0.17% |
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 | 78.35 | 80.6 |
| Large Cap | 16.38 | 14.11 |
| Mid Cap | 2.56 | 2.88 |
| Small Cap | 2.71 | 2.41 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 78.08 | 78.14 |
| Communication Services | 1.43 | 1.13 |
| Energy | 1.55 | 0.68 |
| Technology | 2.62 | 2.11 |
| Consumer Cyclical | 2.67 | 1.66 |
| Healthcare | 1.85 | 2.64 |
| Financial Services | 6.42 | 7.2 |
| Basic Materials | 0.81 | 1.69 |
| Utilities | 1.55 | 0.24 |
| Consumer Defensive | 1.42 | 1.07 |
| Industrials | 1.48 | 1.97 |
| Real Estate | 0.12 | 1.45 |
Top Comparisons
ICICI Prudential Gilt Fund - Growth
3Y Returns8.08%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.55%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.99%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.08%
HDFC Small Cap Fund Regular Growth
3Y Returns24.5%
Quant Small Cap Fund Regular Growth
3Y Returns25.66%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.18%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns16.76%
