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Kotak Debt Hybrid vs Aditya Birla Sun Life Regular Savings Fund compare
Kotak Debt Hybrid - Growth
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
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) | ₹3097 Cr | ₹1539 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 | 0.88% | 1.31% |
| 6 Month | 2.07% | 4.45% |
| 1 Year | 4.92% | 7.78% |
| 3 Year | 10.12% | 9.3% |
| 5 Year | 10.76% | 10.87% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 1.48% | 1.99% |
| 1 Year | 6.71% | 9.5% |
| 3 Year | 9.41% | 9.78% |
| 5 Year | 9.57% | 9.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 8.96% | 10.24% |
| 3 Year | 8.8% | 8.45% |
| 5 Year | 8.8% | 8.94% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 4.57% | 3.01% |
| Sharp | 0.72% | 0.78% |
| Beta | 1.46% | 0.92% |
| Alpha | -0.10% | 0.24% |
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 | 77.82 | 80.64 |
| Large Cap | 17.04 | 13.86 |
| Mid Cap | 2.43 | 2.87 |
| Small Cap | 2.71 | 2.63 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 77.56 | 78.19 |
| Communication Services | 1.41 | 1.1 |
| Energy | 1.38 | 0.66 |
| Technology | 2.52 | 2.39 |
| Consumer Cyclical | 3.29 | 2.25 |
| Healthcare | 1.79 | 2.58 |
| Financial Services | 6.64 | 6.98 |
| Basic Materials | 0.81 | 1.76 |
| Utilities | 1.58 | 0.25 |
| Consumer Defensive | 1.56 | 1.02 |
| Industrials | 1.32 | 1.42 |
| Real Estate | 0.12 | 1.41 |
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