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

Kotak Debt Hybrid - Growth

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

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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

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Month	-1.79%	62.71%
6 Month	4.95%	62.71%
1 Year	14.33%	62.71%
3 Year	8.96%	7.99%
5 Year	11.16%	7.99%

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%	-

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%

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
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