Axis Regular Saver Fund vs Kotak Debt Hybrid compare

Axis Regular Saver Fund vs Kotak Debt Hybrid compare

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Kotak Debt Hybrid - Growth

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Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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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	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3108 Cr	₹235 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	02 Dec 2003	16 Jul 2010
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 85+15 Conservative TRI	NIFTY 50 Hybrid Composite Debt 15:85
Turn Over	492.24%	64.15%
Expense Ratio	1.66	2.2
Manager	Abhishek Bisen	Devang Shah
ISIN Code	INF174K01393	INF846K01693
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	Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	-0.62%	-0.56%
6 Month	1.11%	0.91%
1 Year	4.91%	5.6%
3 Year	9.97%	7.54%
5 Year	9.25%	6.75%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	1.31%	1.15%
1 Year	5.09%	4.74%
3 Year	7.85%	6.7%
5 Year	8.71%	6.51%

Rolling Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	8.88%	7.29%
3 Year	8.93%	7.33%
5 Year	8.85%	7.81%

Risk Management

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.52%	3.54%
Sharp	0.74%	0.25%
Beta	1.49%	1.18%
Alpha	0.03%	-1.72%

Fund Managers

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Abhishek Bisen	Devang Shah
Total AUM	₹0 Cr	₹60014 Cr
Funds Managed	33	15
	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Others	78.14	78.93
Large Cap	16.25	20.08
Mid Cap	2.91	0.98
Small Cap	2.7	-

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Others	76.75	78.63
Communication Services	1.58	0.93
Energy	1.57	2.58
Technology	2.27	2.84
Consumer Cyclical	3.17	1.34
Healthcare	1.93	2.03
Financial Services	6.73	7.87
Basic Materials	0.8	0.41
Real Estate	0.97	-
Utilities	1.02	0.86
Consumer Defensive	1.54	1.2
Industrials	1.67	1.31

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