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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 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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