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

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Kotak Debt Hybrid - Growth

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

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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	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 Risk	Moderately High Risk
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

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Month	-0.98%	0.22%
6 Month	-0.81%	1.57%
1 Year	6.62%	8.6%
3 Year	9.34%	7.32%
5 Year	10.5%	9.34%

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
6 Month	-	-
1 Year	2.98%	5.39%
3 Year	9.95%	8.43%
5 Year	10.3%	9.29%

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%

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Standard Deviation	4.497%	3.635%
Sharp	0.672%	0.445%
Beta	1.244%	0.99%
Alpha	1.265%	0.257%

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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	75.95	77.24
Large Cap	17.32	12.32
Mid Cap	2.59	3.63
Small Cap	3.49	6.71

Scheme Name	Kotak Debt Hybrid - Growth	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Others	75.95	77.24
Telecom - Services	1.25	0.92
Petroleum Products	1.49	0.32
IT - Software	2.94	2.09
Personal Products	0.22	0.38
Banks	3.9	4.47
Retailing	0.42	0.25
Diversified FMCG	1.46	-
Healthcare Services	0.41	1.13
Cement & Cement Products	0.39	0.78
Electrical Equipment	0.17	0.94
Insurance	0.54	0.94
Construction	0.05	0.85
Industrial Manufacturing	0.65	-
Gas	0.8	-
Finance	1.19	0.27
Automobiles	2.46	1.04
Food Products	0.72	0.27
Auto Components	0.89	0.72
Consumer Durables	0.8	1.89
Leisure Services	0.21	0.19
Power	1.1	0.4
Agricultural, Commercial & Construction Vehicles	0.3	-
Realty	0.13	1.59
Beverages	0.91	-
Non - Ferrous Metals	-	0.6
Pharmaceuticals & Biotechnology	-	1.1
Transport Infrastructure	-	0.38
Oil	-	0.28
Industrial Products	-	0.58
Chemicals & Petrochemicals	-	0.28