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Kotak Debt Hybrid - Growth

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Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

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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	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Fund	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3132 Cr	₹1549 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹500
Launch Date	02 Dec 2003	22 May 2004
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 85+15 Conservative TRI	CRISIL Hybrid 85+15 Conservative TRI
Turn Over	492.24%	149%
Expense Ratio	1.66	1.91
Manager	Abhishek Bisen	Dhaval Joshi
ISIN Code	INF174K01393	INF209K01751
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	Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Month	-0.24%	-0.1%
6 Month	1.61%	3.08%
1 Year	3.66%	6.51%
3 Year	9.68%	8.86%
5 Year	9.59%	9.54%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
6 Month	0.88%	1.27%
1 Year	5.45%	8.12%
3 Year	8.37%	9.05%
5 Year	8.93%	8.68%

Rolling Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Year	8.92%	10.93%
3 Year	8.89%	9.5%
5 Year	8.83%	9.87%

Risk Management

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Standard Deviation	4.57%	3.02%
Sharp	0.67%	0.74%
Beta	1.50%	0.94%
Alpha	-0.08%	0.28%

Fund Managers

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Name	Abhishek Bisen	Dhaval Joshi
Total AUM	₹0 Cr	₹361932 Cr
Funds Managed	33	55
	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Market Cap

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Others	78	79.96
Large Cap	16.59	14.37
Mid Cap	2.66	2.96
Small Cap	2.74	2.71

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Others	77.5	77.68
Communication Services	1.57	1.22
Energy	1.51	0.73
Technology	2.15	2.62
Consumer Cyclical	3.21	2.31
Healthcare	2.12	2.65
Financial Services	6.73	7.35
Basic Materials	0.8	1.77
Utilities	1.24	0.18
Consumer Defensive	1.61	0.96
Industrials	1.43	1.5
Real Estate	0.13	1.03

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