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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) ₹3052 Cr ₹267 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 -0.01% 0.16%
6 Month 1.53% 3.12%
1 Year 6.7% 7.6%
3 Year 11.89% 8.59%
5 Year 11.94% 8.8%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 2.7% 2.9%
1 Year 5.93% 7.44%
3 Year 10.52% 8.22%
5 Year 10.28% 7.41%

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 4.678% 4.135%
Sharp 0.56% -0.202%
Beta 1.294% 1.16%
Alpha 1.38% -1.912%

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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 77.54 78.03
Large Cap 16.92 20.05
Small Cap 3.41 1.13
Mid Cap 2.14 0.79

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 77.43 78.03
Communication Services 1.33 0.73
Energy 1.27 1.82
Technology 3.23 2.74
Consumer Cyclical 3.33 2.12
Consumer Defensive 2.23 0.72
Financial Services 6.27 10.09
Healthcare 1.02 1.69
Basic Materials 0.64 1.48
Industrials 1.36 0.58
Utilities 1.79 -
Real Estate 0.09 -

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