Kotak Debt Hybrid vs Aditya Birla Sun Life Regular Savings Fund compare
Kotak Debt Hybrid - Growth
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
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) | ₹3052 Cr | ₹1389 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 | 1.66 | 1.91 |
Manager | Abhishek Bisen | Dhaval Joshi |
ISIN Code | INF174K01393 | INF209K01751 |
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 | Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
1 Month | 3.14% | 2.43% |
6 Month | -1.18% | 1.04% |
1 Year | 8.44% | 9.5% |
3 Year | 10.01% | 8% |
5 Year | 12.91% | 12.33% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
6 Month | 0.59% | 1.34% |
1 Year | 4.03% | 6.29% |
3 Year | 10.58% | 9.17% |
5 Year | 10.48% | 9.5% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
1 Year | 9.07% | 10.24% |
3 Year | 8.61% | 8.45% |
5 Year | 8.7% | 8.94% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Standard Deviation | 4.678% | 3.662% |
Sharp | 0.56% | 0.222% |
Beta | 1.294% | 0.986% |
Alpha | 1.38% | -0.122% |
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Fund Managers
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 |
Funds Managed | 33 | 55 |
Kotak Debt Hybrid - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Market Cap
Scheme Name |
Kotak Debt Hybrid - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 77.54 | 79.39 |
Large Cap | 16.92 | 17 |
Small Cap | 3.41 | 1.99 |
Mid Cap | 2.14 | 1.62 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 77.43 | 77.14 |
Communication Services | 1.33 | 1.11 |
Energy | 1.27 | 1.48 |
Technology | 3.23 | 2.86 |
Consumer Cyclical | 3.33 | 1.83 |
Consumer Defensive | 2.23 | 0.89 |
Financial Services | 6.27 | 7.91 |
Healthcare | 1.02 | 1.45 |
Basic Materials | 0.64 | 1.58 |
Industrials | 1.36 | 1.69 |
Utilities | 1.79 | 0.75 |
Real Estate | 0.09 | 1.31 |
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