DSP Equity & Bond Fund vs Kotak Equity Hybrid compare

DSP Equity & Bond Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - 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 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)	₹8402 Cr	₹11910 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	-0.95%	0.69%
6 Month	4.38%	1.94%
1 Year	2.7%	5.25%
3 Year	14.13%	15.26%
5 Year	16.4%	14.63%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	1.48%	1.98%
1 Year	11.99%	9.65%
3 Year	13.77%	14.4%
5 Year	14.09%	13.79%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	10.86%	14.69%
3 Year	14.33%	14.96%
5 Year	13.2%	14.59%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.13%	10.24%
Sharp	0.9%	1.03%
Beta	1.35%	1.03%
Alpha	1.95%	3.12%

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	28.5	34.87
Large Cap	41.18	49.27
Small Cap	6.8	8.32
Mid Cap	23.52	7.55

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	21.5	31.61
Communication Services	3.03	1.26
Energy	2.48	1.28
Technology	9.43	5.82
Financial Services	22.23	29.74
Consumer Cyclical	7.97	8.47
Healthcare	7.03	8.74
Real Estate	1.44	-
Consumer Defensive	2.95	5.32
Industrials	11.04	0.78
Basic Materials	8.75	2.78
Utilities	2.15	4.2

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