Kotak Debt Hybrid vs Axis Regular Saver Fund 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 Risk | Moderately High Risk |
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 | -0.98% | 0.19% |
6 Month | -0.81% | 0.23% |
1 Year | 6.62% | 6.63% |
3 Year | 9.34% | 5.69% |
5 Year | 10.5% | 7.53% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 2.98% | 3.94% |
3 Year | 9.95% | 6.78% |
5 Year | 10.3% | 6.94% |
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 | 4.497% | 4.086% |
Sharp | 0.672% | -0.153% |
Beta | 1.244% | 1.172% |
Alpha | 1.265% | -2.209% |
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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 |
Fund Manage | 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 | 75.95 | 77.44 |
Large Cap | 17.32 | 18.78 |
Mid Cap | 2.59 | 2.3 |
Small Cap | 3.49 | 1.48 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 75.95 | 77.44 |
Telecom - Services | 1.25 | 0.44 |
Petroleum Products | 1.49 | 1.44 |
IT - Software | 2.94 | 2.5 |
Personal Products | 0.22 | - |
Banks | 3.9 | 5.57 |
Retailing | 0.42 | 0.41 |
Diversified FMCG | 1.46 | 0.45 |
Healthcare Services | 0.41 | - |
Cement & Cement Products | 0.39 | - |
Electrical Equipment | 0.17 | - |
Insurance | 0.54 | 0.97 |
Construction | 0.05 | 0.44 |
Industrial Manufacturing | 0.65 | - |
Gas | 0.8 | - |
Finance | 1.19 | 3.54 |
Automobiles | 2.46 | 1.54 |
Food Products | 0.72 | 0.54 |
Auto Components | 0.89 | 1.51 |
Consumer Durables | 0.8 | - |
Leisure Services | 0.21 | - |
Power | 1.1 | - |
Agricultural, Commercial & Construction Vehicles | 0.3 | - |
Realty | 0.13 | - |
Beverages | 0.91 | - |
Pharmaceuticals & Biotechnology | - | 1.62 |
Chemicals & Petrochemicals | - | 0.32 |
Fertilizers & Agrochemicals | - | 1.26 |
Commercial Services & Supplies | - | 0.01 |
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