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Axis Regular Saver Fund vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon 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) ₹3124 Cr ₹273 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 0.46% 0.85%
6 Month 1.24% 1.92%
1 Year 3.76% 5.75%
3 Year 9.79% 7.3%
5 Year 9.76% 7.01%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 1.62% 1.79%
1 Year 6.34% 7.05%
3 Year 8.9% 7.61%
5 Year 9.27% 6.99%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.92% 7.33%
3 Year 8.89% 7.32%
5 Year 8.83% 7.84%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.23% 3.83%
Sharp 0.89% 0.4%
Beta 0.97% 0.52%
Alpha 0.05% -1.4%

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 77.31 79.81
Large Cap 15.91 18.82
Mid Cap 4.4 0.96
Small Cap 2.38 0.45

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 77.26 79.81
Telecom - Services 1.53 0.86
Petroleum Products 1.48 2.09
IT - Software 2.36 2.12
Retailing 0.5 -
Healthcare Services 0.96 -
Banks 5.6 6.26
Pharmaceuticals & Biotechnology 1.06 1.5
Cement & Cement Products 0.36 -
Insurance 0.27 0.67
Construction 0.05 1.12
Gas 0.39 -
Finance 0.85 1.85
Diversified FMCG 0.3 0.54
Automobiles 2.63 0.58
Food Products 0.57 0.31
Consumer Durables 0.61 0.34
Fertilizers & Agrochemicals 0.11 0.9
Transport Services 0.45 -
Power 0.88 0.76
Agricultural, Commercial & Construction Vehicles 0.39 -
Leisure Services 0.14 -
Realty 0.13 -
Industrial Manufacturing 0.37 -
Beverages 0.75 -
Auto Components - 0.33

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