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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) | ₹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 | -0.33% | 0.42% |
| 6 Month | 1.26% | 1.46% |
| 1 Year | 6.2% | 7.18% |
| 3 Year | 10.16% | 7.45% |
| 5 Year | 10.21% | 7.11% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.2% | 1.36% |
| 1 Year | 5.62% | 6.43% |
| 3 Year | 8.9% | 7.49% |
| 5 Year | 9.29% | 6.93% |
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 | - |
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