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DSP Equity & Bond Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon 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

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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