Kotak Debt Hybrid vs Axis Regular Saver Fund compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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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 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 Moderately High
Asset Size (Cr) ₹2757 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 1.68 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

Trailing Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -0.85% -0.63%
6 Month 7.18% 5.97%
1 Year 16.8% 10.94%
3 Year 9.37% 5.34%
5 Year 11.49% 8.23%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 12.01% 9.19%
3 Year 12.39% 7.92%
5 Year 11.88% 7.87%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.01% 7.33%
3 Year 8.53% 7.39%
5 Year 8.65% 7.62%

Risk Management

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

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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 74.58 76.64
Large Cap 18.59 17.86
Mid Cap 2.4 3.95
Small Cap 3.73 1.54

Sector Allocation

Scheme Name

Kotak Debt Hybrid - Growth

Axis Conservative Hybrid 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

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