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 Equity & Bond 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 Equity & Bond Fund- Regular Plan - Growth
Fund Kotak Equity Hybrid - Growth DSP Equity & Bond Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4518 Cr ₹8403 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Nov 1999 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 TRI
Turn Over 38.8% 48%
Expense Ratio 1.82 1.78
Manager Harsha Upadhyaya Kedar Karnik
ISIN Code INF174K01E92 INF740K01318
Exits Load For units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth DSP Equity & Bond Fund- Regular Plan - Growth
1 Month 4.88% 4.94%
6 Month 18.43% 14.43%
1 Year 33.81% 30.59%
3 Year 17.77% 14.21%
5 Year 18.99% 17.02%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth DSP Equity & Bond Fund- Regular Plan - Growth
6 Month - -
1 Year 14.48% 12.47%
3 Year 31.88% 28.55%
5 Year 63.28% 52.52%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth DSP Equity & Bond Fund- Regular Plan - Growth
1 Year 20.19% 17.19%
3 Year 49.37% 40.7%
5 Year 69.91% 58.14%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth DSP Equity & Bond Fund- Regular Plan - Growth
Standard Deviation 8.13% 10.24%
Sharp 1.11% 0.67%
Beta 0.88% 1.05%
Alpha 5.15% 1.83%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth DSP Equity & Bond Fund- Regular Plan - Growth
Name Harsha Upadhyaya Kedar Karnik
Total AUM ₹139411 Cr ₹32997 Cr
Fund Manage 11 11
Kotak Equity Hybrid - Growth DSP Equity & Bond Fund- Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

DSP Equity & Bond Fund- Regular Plan - Growth

Others 27.31 28.72
Large Cap 40.18 42.72
Small Cap 10.6 12.19
Mid Cap 21.91 16.37

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

DSP Equity & Bond Fund- Regular Plan - Growth

Sovereign 17.37 10.05
Financial 20.67 41.88
Communication 3.45 2.64
Technology 7.64 4.82
Energy 7.37 -
Construction 4.23 0.02
Capital Goods 6.47 3.04
Automobile 7.87 8.22
Others 3.67 2.9
Materials 5.23 2.58
Chemicals 2.85 2.65
Healthcare 5.69 5.75
Consumer Staples 3.75 6.14
Metals & Mining 1.6 2.22
Services 0.81 1.67
Insurance 0.78 2.46
Consumer Discretionary 0.55 0.29
Diversified - 1.49
Textiles - 1.18

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