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)	₹8509 Cr	₹12162 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	-4.27%	-3.49%
6 Month	-3.29%	-2.83%
1 Year	3.71%	5.08%
3 Year	13.52%	15.35%
5 Year	13.97%	12.46%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-3.68%	-2.51%
1 Year	-0.37%	-1.69%
3 Year	9.14%	10.01%
5 Year	11.45%	11.5%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	10.54%	14.55%
3 Year	14.39%	15%
5 Year	13.26%	14.57%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.13%	10.24%
Sharp	0.87%	1.09%
Beta	1.38%	1.05%
Alpha	1.69%	3.49%

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	29.12	34.84
Large Cap	41.03	48.8
Small Cap	5.48	8.48
Mid Cap	24.38	7.88

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	20.92	33.03
Communication Services	3.33	1.28
Energy	2.02	1.46
Technology	9.93	4.28
Financial Services	25.03	28.22
Consumer Cyclical	7.96	8.78
Healthcare	6.58	8.69
Real Estate	1.41	-
Consumer Defensive	2.22	6.61
Industrials	11.35	0.73
Basic Materials	8.38	2.78
Utilities	0.88	4.15

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