DSP Equity & Bond Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Hybrid - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Hybrid - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6606 Cr | ₹10137 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Nov 2014 | 27 May 1999 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 38.8% | 48% |
Expense Ratio | 1.77 | 1.75 |
Manager | Harsha Upadhyaya | Kedar Karnik |
ISIN Code | INF174K01E92 | INF740K01318 |
Exits Load | Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Aggressive Hybrid 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 Equity Hybrid - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 2.29% | 2.99% |
6 Month | -3.51% | 2.13% |
1 Year | 9.02% | 16.5% |
3 Year | 13.86% | 16.23% |
5 Year | 21.06% | 19.22% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 0.21% | 4.44% |
1 Year | -2.95% | 9.11% |
3 Year | 13.9% | 18.63% |
5 Year | 15.37% | 16.46% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 12.18% | 13.42% |
3 Year | 13.43% | 14.28% |
5 Year | 12.72% | 14.35% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.787% | 10.24% |
Sharp | 0.49% | 0.6% |
Beta | 1.055% | 1.11% |
Alpha | 0.867% | 3.37% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Kedar Karnik |
Total AUM | ₹139411 Cr | ₹32997 Cr |
Funds Managed | 11 | 11 |
Kotak Equity Hybrid - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 30.4 | 31.3 |
Large Cap | 39.15 | 46.53 |
Small Cap | 8.75 | 11.1 |
Mid Cap | 21.7 | 11.08 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 29.46 | 31.21 |
Energy | 2.5 | 1 |
Technology | 13.72 | 3.74 |
Financial Services | 13.22 | 31.37 |
Consumer Defensive | 4.53 | 6.17 |
Industrials | 8.26 | 2.87 |
Healthcare | 6.91 | 7.7 |
Basic Materials | 9.31 | 4.71 |
Real Estate | 1.37 | - |
Utilities | 3.39 | 1.35 |
Consumer Cyclical | 3.22 | 8.45 |
Communication Services | 4.12 | 1.45 |
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