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

Kotak Debt Hybrid - Growth

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

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)	₹2543 Cr	₹1393 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹1000
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	1.7	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

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Month	1.66%	1%
6 Month	8.28%	7.51%
1 Year	18.22%	12.53%
3 Year	11.07%	8.72%
5 Year	12.33%	9.81%

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
6 Month	-	-
1 Year	7.86%	-
3 Year	19.33%	-
5 Year	34.35%	-

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Year	11.24%	12.05%
3 Year	26.95%	27.33%
5 Year	35.71%	30.81%

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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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

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

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