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 | 5.48% | 4.24% |
6 Month | 1.41% | 5.94% |
1 Year | 11.12% | 18.31% |
3 Year | 17.24% | 19.52% |
5 Year | 23.16% | 20.61% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | -0.57% | 3.12% |
1 Year | -4.7% | 6.21% |
3 Year | 12.57% | 17.1% |
5 Year | 14.31% | 15.43% |
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% | 0.87% |
Beta | 1.055% | 1.1% |
Alpha | 0.867% | 3.19% |
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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 | 33.57 |
Large Cap | 39.15 | 46.31 |
Small Cap | 8.75 | 10.2 |
Mid Cap | 21.7 | 9.82 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 29.46 | 33.57 |
Energy | 2.5 | - |
Technology | 13.72 | - |
Financial Services | 13.22 | - |
Consumer Defensive | 4.53 | - |
Industrials | 8.26 | - |
Healthcare | 6.91 | - |
Basic Materials | 9.31 | - |
Real Estate | 1.37 | - |
Utilities | 3.39 | - |
Consumer Cyclical | 3.22 | - |
Communication Services | 4.12 | - |
IT - Software | - | 3.53 |
Capital Markets | - | 0.55 |
Finance | - | 5.98 |
Pharmaceuticals & Biotechnology | - | 6.55 |
Banks | - | 20.67 |
Chemicals & Petrochemicals | - | 1.45 |
Automobiles | - | 4.48 |
Telecom - Services | - | 1.4 |
Insurance | - | 3.78 |
Gas | - | 2.46 |
IT - Services | - | 0.97 |
Diversified FMCG | - | 2.83 |
Retailing | - | 0.91 |
Industrial Products | - | 1.07 |
Consumer Durables | - | 0.83 |
Auto Components | - | 2.85 |
Personal Products | - | 1.38 |
Fertilizers & Agrochemicals | - | 0.61 |
Cement & Cement Products | - | 0.25 |
Textiles & Apparels | - | 1.12 |
Beverages | - | 1.31 |
Healthcare Services | - | 1.35 |
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