Aditya Birla Sun Life Regular Savings Fund vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon 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) ₹2757 Cr ₹1393 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 1.68 1.92
Manager Abhishek Bisen Dhaval Joshi
ISIN Code INF174K01393 INF209K01751
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 1% for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Month -0.85% 0.06%
6 Month 7.18% 7.24%
1 Year 16.8% 13.28%
3 Year 9.37% 8.1%
5 Year 11.49% 8.1%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
6 Month - -
1 Year 12.01% -
3 Year 12.39% -
5 Year 11.88% -

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Year 9.01% 10.24%
3 Year 8.53% 8.45%
5 Year 8.65% 8.94%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Standard Deviation 4.23% 3.44%
Sharp 0.92% 0.6%
Beta 0.77% 0.62%
Alpha 2.87% 1.21%

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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
Fund Manage 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 74.58 77.6
Large Cap 18.59 14.95
Mid Cap 2.4 3.61
Small Cap 3.73 3.77

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

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

Others 0.24 7.08
Telecom - Services 1.02 -
Petroleum Products 1.79 -
IT - Software 1.57 -
Personal Products 0.47 -
Financial 6.54 35.17
Banks 4.25 -
Diversified FMCG 1.72 -
Healthcare Services 0.37 -
Cement and Cement Products 0.51 -
Insurance 0.77 0.37
Construction 0.05 4.4
Industrial Manufacturing 0.86 -
Gas 1.08 -
Finance 1.6 -
Automobiles 3.1 -
Food Products 0.72 -
Entertainment 0.22 -
Auto Components 1.26 -
Consumer Durables 0.64 -
Leisure Services 0.25 -
Power 1.26 -
Agricultural, Commercial and Constr 0.32 -
Realty 0.17 -
Beverages 0.82 -
Sovereign - 37.28
Technology - 1.52
Metals & Mining - 1.53
Healthcare - 1.81
Automobile - 1.75
Consumer Staples - 1.16
Services - 0.73
Capital Goods - 2.54
Energy - 0.29
Consumer Discretionary - 0.85
Communication - 2.49
Chemicals - 0.25
Materials - 0.71

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