Axis Regular Saver Fund vs Kotak Debt Hybrid compare

Axis Regular Saver Fund vs Kotak Debt Hybrid compare

Link copied to clipboard!

Kotak Debt Hybrid - Growth

Invest Now

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

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	-0.28%	0.5%
6 Month	1.05%	1.42%
1 Year	5.83%	6.89%
3 Year	10.04%	7.32%
5 Year	10.27%	7.14%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	1.02%	1.35%
1 Year	5.56%	6.56%
3 Year	8.76%	7.44%
5 Year	9.16%	6.86%

Rolling Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	8.94%	7.35%
3 Year	8.86%	7.32%
5 Year	8.82%	7.87%

Risk Management

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.57%	3.61%
Sharp	0.72%	0.17%
Beta	1.45%	1.16%
Alpha	-0.28%	-2.21%

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	77.65	80.88
Large Cap	16.97	17.82
Mid Cap	2.7	0.84
Small Cap	2.68	0.45

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Others	77.27	80.42
Communication Services	1.53	0.86
Energy	1.48	2.09
Technology	2.47	2.12
Consumer Cyclical	3.27	1.25
Healthcare	2.01	1.5
Financial Services	6.77	8.14
Basic Materials	0.78	0.9
Utilities	1.26	0.76
Consumer Defensive	1.61	0.85
Industrials	1.41	1.12
Real Estate	0.13	-

Top Comparisons

ITI Banking and PSU Fund Regular - Growth

3Y Returns7.08%

VS

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns7.47%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns15.12%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns15.12%

Compare Now

HSBC Overnight Fund - Regular Growth

3Y Returns6.34%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.34%

Compare Now

Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns22.92%

VS

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns13.1%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully