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) ₹2189 Cr ₹1450 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹1000
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 1.74 1.9
Manager Abhishek Bisen Dhaval Joshi
ISIN Code INF174K01393 INF209K01751
Exits Load For units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 1% for redemption within 90 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Month 1.62% 1.83%
6 Month 8.08% 6.68%
1 Year 16.7% 12.01%
3 Year 10.97% 8.86%
5 Year 11.77% 9.32%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
6 Month - -
1 Year 7.86% -
3 Year 19.33% -
5 Year 34.35% -

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Year 11.24% 12.05%
3 Year 26.95% 27.33%
5 Year 35.71% 30.81%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Standard Deviation 4.23% 3.44%
Sharp 0.84% 0.48%
Beta 0.74% 0.59%
Alpha 3.4% 1.53%

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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
Fund Manage 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 75.97 77.6
Large Cap 15.88 14.95
Mid Cap 5.17 3.61
Small Cap 2.98 3.77

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

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

Sovereign 51.12 37.28
Others 6.66 7.08
Financial 21.96 35.17
Automobile 4.25 1.75
Energy 5.01 0.29
Communication 1.2 2.49
Consumer Staples 3.33 1.16
Insurance 0.72 0.37
Materials 1.83 0.71
Capital Goods 1.44 2.54
Healthcare 0.63 1.81
Technology 0.83 1.52
Construction 0.71 4.4
Services 0.22 0.73
Textiles 0.09 -
Metals & Mining - 1.53
Consumer Discretionary - 0.85
Chemicals - 0.25

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