DSP Equity & Bond Fund vs Kotak Equity Hybrid compare

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Kotak Equity Hybrid - 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 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

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	3.63%	0.63%
6 Month	-2.53%	1.95%
1 Year	6.36%	12.2%
3 Year	18.05%	20.03%
5 Year	21.68%	19.12%

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	7.06%	5.78%
1 Year	6.53%	9.73%
3 Year	15.69%	17.77%
5 Year	15.92%	15.83%

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.72%	13.57%
3 Year	13.31%	14.3%
5 Year	12.91%	14.39%

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	10.787%	10.24%
Sharp	0.49%	1.05%
Beta	1.055%	1.09%
Alpha	0.867%	3.4%

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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

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	30.4	33.63
Large Cap	39.15	48.35
Small Cap	8.75	9.22
Mid Cap	21.7	8.8

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	29.46	33.58
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	-	3.64
Capital Markets	-	0.27
Pharmaceuticals & Biotechnology	-	6.44
Banks	-	21.34
Chemicals & Petrochemicals	-	1.4
Transport Infrastructure	-	0.05
Automobiles	-	5.59
Telecom - Services	-	1.65
Insurance	-	4.35
Gas	-	2.51
Finance	-	4.68
IT - Services	-	0.88
Diversified FMCG	-	2.83
Retailing	-	0.52
Consumer Durables	-	0.78
Auto Components	-	3.2
Personal Products	-	1.43
Fertilizers & Agrochemicals	-	0.62
Industrial Products	-	0.68
Textiles & Apparels	-	1
Beverages	-	1.27
Healthcare Services	-	1.29