Axis Regular Saver Fund vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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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 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) ₹2999 Cr ₹299 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 1.08% 0.39%
6 Month 3.7% 2.8%
1 Year 12.08% 7.69%
3 Year 9.75% 5.47%
5 Year 11.47% 8.04%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 9.46% 6.37%
3 Year 11.99% 7.32%
5 Year 11.6% 7.43%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.01% 7.33%
3 Year 8.53% 7.39%
5 Year 8.65% 7.62%

Risk Management

Scheme Name Kotak Debt Hybrid - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.23% 3.83%
Sharp 0.92% -
Beta 0.77% 0.77%
Alpha 2.87% -1.12%

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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
Fund Manage 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 75.95 77.44
Large Cap 17.32 18.78
Mid Cap 2.59 2.3
Small Cap 3.49 1.48

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 75.95 77.44
Telecom - Services 1.25 0.44
Petroleum Products 1.49 1.44
IT - Software 2.94 2.5
Personal Products 0.22 -
Banks 3.9 5.57
Retailing 0.42 0.41
Diversified FMCG 1.46 0.45
Healthcare Services 0.41 -
Cement & Cement Products 0.39 -
Electrical Equipment 0.17 -
Insurance 0.54 0.97
Construction 0.05 0.44
Industrial Manufacturing 0.65 -
Gas 0.8 -
Finance 1.19 3.54
Automobiles 2.46 1.54
Food Products 0.72 0.54
Auto Components 0.89 1.51
Consumer Durables 0.8 -
Leisure Services 0.21 -
Power 1.1 -
Agricultural, Commercial & Construction Vehicles 0.3 -
Realty 0.13 -
Beverages 0.91 -
Pharmaceuticals & Biotechnology - 1.62
Chemicals & Petrochemicals - 0.32
Fertilizers & Agrochemicals - 1.26
Commercial Services & Supplies - 0.01

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