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Kotak Debt Hybrid vs Axis Regular Saver Fund compare
Kotak Debt Hybrid - Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹3065 Cr | ₹276 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 | 0.94% | 0.69% |
| 6 Month | 5.42% | 4.89% |
| 1 Year | 2.95% | 3.99% |
| 3 Year | 10.07% | 7.14% |
| 5 Year | 10.66% | 7.82% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.5% | 0.69% |
| 1 Year | 4.33% | 5.57% |
| 3 Year | 9.01% | 7.33% |
| 5 Year | 9.32% | 6.8% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.01% | 7.41% |
| 3 Year | 8.76% | 7.35% |
| 5 Year | 8.76% | 8.03% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.60% | 3.67% |
| Sharp | 0.59% | -0.02% |
| Beta | 1.39% | 1.13% |
| Alpha | 0.32% | -1.97% |
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 | 78.23 | 81.46 |
| Large Cap | 16.73 | 16.98 |
| Mid Cap | 2.34 | 0.84 |
| Small Cap | 2.7 | 0.72 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.94 | 80.9 |
| Communication Services | 1.44 | 0.78 |
| Energy | 1.31 | 1.87 |
| Technology | 2.67 | 2.08 |
| Consumer Cyclical | 3.11 | 1.43 |
| Healthcare | 1.85 | 1.49 |
| Financial Services | 6.36 | 7.68 |
| Basic Materials | 0.8 | 1.22 |
| Utilities | 1.54 | 0.73 |
| Consumer Defensive | 1.46 | 0.84 |
| Industrials | 1.4 | 0.98 |
| Real Estate | 0.12 | - |
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