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 Average
Asset Size (Cr) ₹6509 Cr ₹9698 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Nov 1999 26 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 1.77 1.77
Manager Harsha Upadhyaya Kedar Karnik
ISIN Code INF174K01E92 INF740K01318
Exits Load Exit 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 Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 2.93% 0.71%
6 Month 13.04% 13.83%
1 Year 29.78% 25.14%
3 Year 16.55% 13.83%
5 Year 18.66% 16.38%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 16.68% 19.11%
3 Year 19.37% 19.99%
5 Year 19.73% 18.14%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.72% 13.19%
3 Year 12.54% 14.37%
5 Year 12.51% 14.27%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 8.13% 10.24%
Sharp 1.25% 0.6%
Beta 0.9% 1.1%
Alpha 5.28% 2.71%

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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
Fund Manage 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 26.45 31.47
Large Cap 40.68 42.46
Small Cap 10.92 12.14
Mid Cap 21.53 13.93

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

DSP Aggressive Hybrid Fund- Regular Plan - Growth

Others 26.45 31.47
Petroleum Products 2.17 -
IT - Software 12.64 4.89
Capital Markets 0.87 1.21
Personal Products 1.98 1.61
Construction 3.36 -
Finance 5.82 9.1
Diversified FMCG 0.69 3.28
Banks 6.76 17.45
Pharmaceuticals & Biotechnology 4.51 5.32
Healthcare Services 1.91 1.13
Cement & Cement Products 2.12 0.75
Realty 1.58 -
Automobiles 1.02 3.73
Industrial Products 3.18 2.77
Gas 1.07 -
Electrical Equipment 1.17 1.15
Fertilizers & Agrochemicals 0.59 0.81
Consumer Durables 2.79 1.51
Transport Services 0.77 -
Aerospace & Defense 0.66 -
Oil 0.96 -
Chemicals & Petrochemicals 3.45 1.64
Auto Components 4.1 3.29
Telecom - Services 3.26 1.33
Power 2.74 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.16 2.63
Beverages 1.43 1.6
Retailing - 1.13
Diversified - 0.39
Textiles & Apparels - 1.81

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