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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns19.14%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns19.14%
HSBC Value Fund - Regular Growth
3Y Returns30%
Axis Value Fund - Regular Plan - Growth
3Y Returns27.28%
PGIM India Large Cap Fund - Growth
3Y Returns16.58%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns20.21%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns25.03%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns18.27%