Axis Regular Saver Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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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