Kotak Debt Hybrid vs ICICI Prudential Regular Savings Fund compare

Kotak Debt Hybrid vs ICICI Prudential Regular Savings Fund compare

Link copied to clipboard!

ICICI Prudential Regular Savings Fund - Plan - Growth

Invest Now

Kotak Debt Hybrid - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ICICI Prudential Regular Savings Fund - Plan - Growth	Kotak Debt Hybrid - Growth
Fund	ICICI Prudential Regular Savings Fund - Plan - Growth	Kotak Debt Hybrid - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Moderately High
Asset Size (Cr)	₹3237 Cr	₹3130 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	30 Mar 2004	02 Dec 2003
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	CRISIL Hybrid 85+15 Conservative TRI
Turn Over	21%	492.24%
Expense Ratio	1.67	1.66
Manager	Sharmila D'mello	Abhishek Bisen
ISIN Code	INF109K01902	INF174K01393
Exits Load	Data not available./365	Kotak Debt Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ICICI Prudential Regular Savings Fund - Plan - Growth	Kotak Debt Hybrid - Growth
1 Month	0.43%	-1.18%
6 Month	6.45%	4.08%
1 Year	7.59%	3.54%
3 Year	10.19%	10.03%
5 Year	9.98%	10.83%

SIP Return Analysis

Scheme Name	ICICI Prudential Regular Savings Fund - Plan - Growth	Kotak Debt Hybrid - Growth
6 Month	2.48%	0.6%
1 Year	8.58%	3.43%
3 Year	10.44%	9.16%
5 Year	9.8%	9.46%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Regular Savings Fund - Plan - Growth	Kotak Debt Hybrid - Growth
1 Year	0.34%	9.01%
3 Year	0.11%	8.76%
5 Year	0.07%	8.76%

Risk Management

Scheme Name	ICICI Prudential Regular Savings Fund - Plan - Growth	Kotak Debt Hybrid - Growth
Standard Deviation	3.01%	4.47%
Sharp	1.20%	0.88%
Beta	0.90%	1.37%
Alpha	1.27%	0.33%

Fund Managers

Scheme Name	ICICI Prudential Regular Savings Fund - Plan - Growth	Kotak Debt Hybrid - Growth
Name	Sharmila D'mello	Abhishek Bisen
Total AUM	₹354743 Cr	₹0 Cr
Funds Managed	35	33
	ICICI Prudential Regular Savings Fund - Plan - Growth	Kotak Debt Hybrid - Growth

Market Cap

Scheme Name	ICICI Prudential Regular Savings Fund - Plan - Growth	Kotak Debt Hybrid - Growth
Others	77.85	78.35
Large Cap	13.14	16.38
Small Cap	6.2	2.71
Mid Cap	2.81	2.56

Sector Allocation

Scheme Name	ICICI Prudential Regular Savings Fund - Plan - Growth	Kotak Debt Hybrid - Growth
Others	76.45	78.08
Energy	0.86	1.55
Technology	1.13	2.62
Communication Services	1.7	1.43
Healthcare	3.14	1.85
Industrials	1.15	1.48
Financial Services	6.69	6.42
Basic Materials	1.57	0.81
Consumer Defensive	0.94	1.42
Real Estate	1.52	0.12
Consumer Cyclical	3.93	2.67
Utilities	0.93	1.55

Top Comparisons

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns9.29%

VS

UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns6.75%

Compare Now

Canara Robeco Focused Fund - Regular Plan - Growth Option

3Y Returns17.86%

VS

Mirae Asset Focused Fund Regular Plan Growth

3Y Returns10.96%

Compare Now

Parag Parikh Arbitrage Fund Regular - Growth

3Y Returns0%

VS

HSBC Arbitrage Fund - Regular Growth

3Y Returns6.77%

Compare Now

Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

VS

DSP Large Cap Fund - Regular Plan - Growth

3Y Returns17.4%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully