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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) | ₹3132 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 | 0.3% | -0.05% |
| 6 Month | 0.94% | 0.99% |
| 1 Year | 4.6% | 6.24% |
| 3 Year | 9.72% | 7.48% |
| 5 Year | 9.13% | 6.43% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.84% | 0.98% |
| 1 Year | 4.4% | 4.76% |
| 3 Year | 7.79% | 6.73% |
| 5 Year | 8.62% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.89% | 7.3% |
| 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 | 78.15 | 78.85 |
| Large Cap | 16.46 | 20.14 |
| Mid Cap | 2.75 | 1.01 |
| Small Cap | 2.64 | - |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.86 | 78.54 |
| Communication Services | 1.56 | 0.92 |
| Energy | 1.53 | 2.53 |
| Technology | 2.28 | 2.79 |
| Consumer Cyclical | 3.47 | 1.35 |
| Healthcare | 1.94 | 2.07 |
| Financial Services | 6.44 | 8.04 |
| Basic Materials | 0.8 | 0.42 |
| Real Estate | 0.96 | - |
| Utilities | 1 | 0.85 |
| Consumer Defensive | 1.54 | 1.19 |
| Industrials | 1.62 | 1.3 |
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