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DSP Equity & Bond Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7853 Cr | ₹5691 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 | 1.72 |
| 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 Aggressive Hybrid Fund - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.11% | 2% |
| 6 Month | 15.22% | 10.23% |
| 1 Year | 1.47% | 2.29% |
| 3 Year | 14.44% | 15.08% |
| 5 Year | 19.49% | 17.33% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.53% | 1.73% |
| 1 Year | 11.86% | 8.65% |
| 3 Year | 15.25% | 15.63% |
| 5 Year | 15.07% | 14.39% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.41% | 13.43% |
| 3 Year | 13.62% | 14.36% |
| 5 Year | 13.05% | 14.44% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.49% | 10.24% |
| Sharp | 0.70% | 0.92% |
| Beta | 1.11% | 0.12% |
| Alpha | 1.84% | 7.91% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Kedar Karnik |
| Total AUM | ₹139411 Cr | ₹32997 Cr |
| Funds Managed | 11 | 11 |
| Kotak Aggressive Hybrid Fund - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 31 | 36.22 |
| Large Cap | 38.92 | 47.25 |
| Small Cap | 7.52 | 9.01 |
| Mid Cap | 22.56 | 7.52 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 26.64 | 33.08 |
| Communication Services | 3 | 1.04 |
| Energy | 2.51 | 0.9 |
| Technology | 9.99 | 4.42 |
| Financial Services | 16.22 | 28.51 |
| Consumer Cyclical | 8.45 | 9.94 |
| Consumer Defensive | 3.13 | 5.46 |
| Healthcare | 7.16 | 9.5 |
| Real Estate | 1.44 | - |
| Industrials | 11.11 | 0.84 |
| Basic Materials | 8.08 | 2.96 |
| Utilities | 2.28 | 3.36 |
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