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) | ₹3108 Cr | ₹283 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 | 0.09% | 0.4% |
6 Month | 3.47% | 5.09% |
1 Year | 6.79% | 7.28% |
3 Year | 11.66% | 8.42% |
5 Year | 11.53% | 8.33% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.93% | 2.99% |
1 Year | 7.1% | 8.33% |
3 Year | 10.75% | 8.49% |
5 Year | 10.43% | 7.57% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.05% | 7.43% |
3 Year | 8.7% | 7.31% |
5 Year | 8.73% | 7.91% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.55% | 3.90% |
Sharp | 1.08% | 0.52% |
Beta | 1.35% | 1.18% |
Alpha | 0.34% | -1.98% |
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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 | 76.67 | 80.54 |
Large Cap | 17.23 | 17.46 |
Mid Cap | 2.69 | 0.89 |
Small Cap | 3.4 | 1.1 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 76.38 | 79.03 |
Communication Services | 1.38 | 0.74 |
Energy | 1.74 | 2.1 |
Technology | 2.83 | 2.31 |
Consumer Cyclical | 3.4 | 1.7 |
Healthcare | 1.71 | 1.26 |
Financial Services | 7.16 | 8.76 |
Basic Materials | 0.67 | 1.62 |
Utilities | 1.61 | 0.72 |
Consumer Defensive | 1.41 | 0.79 |
Industrials | 1.58 | 0.96 |
Real Estate | 0.12 | - |
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