Axis Regular Saver Fund vs Kotak Debt Hybrid compare

Overview

Scheme Name	Kotak Debt Hybrid - Growth	Axis Regular Saver Fund - Regular Plan - Growth Option
Fund	Kotak Debt Hybrid - Growth	Axis Regular Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹2543 Cr	₹334 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	1.7	2.18
Manager	Abhishek Bisen	Devang Shah
ISIN Code	INF174K01393	INF846K01693
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Scheme Name	Kotak Debt Hybrid - Growth	Axis Regular Saver Fund - Regular Plan - Growth Option
1 Month	1.66%	0.93%
6 Month	8.28%	6.6%
1 Year	18.22%	11.32%
3 Year	11.07%	6.31%
5 Year	12.33%	8.93%

Scheme Name	Kotak Debt Hybrid - Growth	Axis Regular Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	7.86%	4.45%
3 Year	19.33%	10.56%
5 Year	34.35%	20.7%

Scheme Name	Kotak Debt Hybrid - Growth	Axis Regular Saver Fund - Regular Plan - Growth Option
1 Year	11.24%	8.01%
3 Year	26.95%	17.33%
5 Year	35.71%	22.35%

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

Scheme Name	Kotak Debt Hybrid - Growth	Axis Regular Saver 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 Regular Saver Fund - Regular Plan - Growth Option

Scheme Name	Kotak Debt Hybrid - Growth	Axis Regular Saver Fund - Regular Plan - Growth Option
Others	74.58	76.64
Large Cap	18.59	17.86
Mid Cap	2.4	3.95
Small Cap	3.73	1.54

Scheme Name	Kotak Debt Hybrid - Growth	Axis Regular Saver Fund - Regular Plan - Growth Option
Others	0.24	3.66
Telecom - Services	1.02	-
Petroleum Products	1.79	-
IT - Software	1.57	-
Personal Products	0.47	-
Financial	6.54	31.83
Banks	4.25	-
Diversified FMCG	1.72	-
Healthcare Services	0.37	-
Cement and Cement Products	0.51	-
Insurance	0.77	0.41
Construction	0.05	0.4
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	-	42.91
Energy	-	1.53
Technology	-	3.88
Consumer Staples	-	0.62
Healthcare	-	0.88
Chemicals	-	1.75
Automobile	-	7.01
Services	-	1.52
Capital Goods	-	3.59