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 Regular Saver 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 Regular Saver Fund - Regular Plan - Growth Option
Fund Kotak Debt Hybrid - Growth Axis Regular Saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹2189 Cr ₹390 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 1.74 2.18
Manager Abhishek Bisen Devang Shah
ISIN Code INF174K01393 INF846K01693
Exits Load For units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Axis Regular Saver Fund - Regular Plan - Growth Option
1 Month 1.54% 1.62%
6 Month 7.94% 5.42%
1 Year 16.46% 9.66%
3 Year 10.99% 6.54%
5 Year 11.72% 8.56%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Axis Regular Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.86% 4.45%
3 Year 19.33% 10.56%
5 Year 34.35% 20.7%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Axis Regular Saver Fund - Regular Plan - Growth Option
1 Year 11.24% 8.01%
3 Year 26.95% 17.33%
5 Year 35.71% 22.35%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth Axis Regular Saver Fund - Regular Plan - Growth Option
Standard Deviation 4.23% 3.83%
Sharp 0.84% -0.08%
Beta 0.74% 0.73%
Alpha 3.4% -0.52%

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Fund Managers

Scheme Name Kotak Debt Hybrid - Growth Axis Regular Saver Fund - Regular Plan - Growth Option
Name Abhishek Bisen Devang Shah
Total AUM ₹0 Cr ₹60014 Cr
Fund Manage 33 15
Kotak Debt Hybrid - Growth Axis Regular Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Debt Hybrid - Growth

Axis Regular Saver Fund - Regular Plan - Growth Option

Others 75.97 76.64
Large Cap 15.88 17.86
Mid Cap 5.17 3.95
Small Cap 2.98 1.54

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Axis Regular Saver Fund - Regular Plan - Growth Option

Sovereign 51.12 42.91
Others 6.66 3.66
Financial 21.96 31.83
Automobile 4.25 7.01
Energy 5.01 1.53
Communication 1.2 -
Consumer Staples 3.33 0.62
Insurance 0.72 0.41
Materials 1.83 -
Capital Goods 1.44 3.59
Healthcare 0.63 0.88
Technology 0.83 3.88
Construction 0.71 0.4
Services 0.22 1.52
Textiles 0.09 -
Chemicals - 1.75

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