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) ₹2999 Cr ₹1425 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 -1.37% -1.19%
6 Month 2.47% 3.17%
1 Year 10.75% 10.06%
3 Year 9.35% 8.02%
5 Year 11.16% 9.33%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
6 Month - -
1 Year 7.23% -
3 Year 11.34% -
5 Year 11.11% -

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 8.53% 8.45%
5 Year 8.65% 8.94%

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 0.92% 0.6%
Beta 0.77% 0.62%
Alpha 2.87% 1.21%

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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 75.95 77.24
Large Cap 17.32 12.32
Mid Cap 2.59 3.63
Small Cap 3.49 6.71

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

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

Others 75.95 77.24
Telecom - Services 1.25 0.92
Petroleum Products 1.49 0.32
IT - Software 2.94 2.09
Personal Products 0.22 0.38
Banks 3.9 4.47
Retailing 0.42 0.25
Diversified FMCG 1.46 -
Healthcare Services 0.41 1.13
Cement & Cement Products 0.39 0.78
Electrical Equipment 0.17 0.94
Insurance 0.54 0.94
Construction 0.05 0.85
Industrial Manufacturing 0.65 -
Gas 0.8 -
Finance 1.19 0.27
Automobiles 2.46 1.04
Food Products 0.72 0.27
Auto Components 0.89 0.72
Consumer Durables 0.8 1.89
Leisure Services 0.21 0.19
Power 1.1 0.4
Agricultural, Commercial & Construction Vehicles 0.3 -
Realty 0.13 1.59
Beverages 0.91 -
Non - Ferrous Metals - 0.6
Pharmaceuticals & Biotechnology - 1.1
Transport Infrastructure - 0.38
Oil - 0.28
Industrial Products - 0.58
Chemicals & Petrochemicals - 0.28

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