DSP Equity & Bond Fund vs Kotak Equity Hybrid compare

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Kotak Equity Hybrid - Growth

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DSP Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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%

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%

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%

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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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

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

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