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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) | ₹3052 Cr | ₹1389 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 | 2% | 1.65% |
| 6 Month | 2.55% | 3.23% |
| 1 Year | 9.62% | 10.18% |
| 3 Year | 10.62% | 8.63% |
| 5 Year | 12.39% | 12.53% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 2.82% | 2.8% |
| 1 Year | 6.8% | 8.25% |
| 3 Year | 11.38% | 9.87% |
| 5 Year | 10.84% | 9.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 9.07% | 10.24% |
| 3 Year | 8.61% | 8.45% |
| 5 Year | 8.7% | 8.94% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 4.678% | 3.662% |
| Sharp | 0.56% | 0.222% |
| Beta | 1.294% | 0.986% |
| Alpha | 1.38% | -0.122% |
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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 | 77.54 | 79.39 |
| Large Cap | 16.92 | 17 |
| Small Cap | 3.41 | 1.99 |
| Mid Cap | 2.14 | 1.62 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 77.43 | 77.14 |
| Communication Services | 1.33 | 1.11 |
| Energy | 1.27 | 1.48 |
| Technology | 3.23 | 2.86 |
| Consumer Cyclical | 3.33 | 1.83 |
| Consumer Defensive | 2.23 | 0.89 |
| Financial Services | 6.27 | 7.91 |
| Healthcare | 1.02 | 1.45 |
| Basic Materials | 0.64 | 1.58 |
| Industrials | 1.36 | 1.69 |
| Utilities | 1.79 | 0.75 |
| Real Estate | 0.09 | 1.31 |
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