Axis Regular Saver Fund vs Kotak Debt Hybrid 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) | ₹3052 Cr | ₹267 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 | 3.14% | 2.84% |
6 Month | -1.18% | 0.07% |
1 Year | 8.44% | 7.9% |
3 Year | 10.01% | 6.41% |
5 Year | 12.91% | 9.23% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.59% | 1.82% |
1 Year | 4.03% | 5.87% |
3 Year | 10.58% | 7.81% |
5 Year | 10.48% | 7.34% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.07% | 7.4% |
3 Year | 8.61% | 7.34% |
5 Year | 8.7% | 7.81% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.678% | 4.135% |
Sharp | 0.56% | -0.202% |
Beta | 1.294% | 1.16% |
Alpha | 1.38% | -1.912% |
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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 |
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 | 77.54 | 78.03 |
Large Cap | 16.92 | 20.05 |
Small Cap | 3.41 | 1.13 |
Mid Cap | 2.14 | 0.79 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 77.43 | 78.03 |
Communication Services | 1.33 | 0.73 |
Energy | 1.27 | 1.82 |
Technology | 3.23 | 2.74 |
Consumer Cyclical | 3.33 | 2.12 |
Consumer Defensive | 2.23 | 0.72 |
Financial Services | 6.27 | 10.09 |
Healthcare | 1.02 | 1.69 |
Basic Materials | 0.64 | 1.48 |
Industrials | 1.36 | 0.58 |
Utilities | 1.79 | - |
Real Estate | 0.09 | - |
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