DSP Regular Savings Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
DSP Regular Savings Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3132 Cr | ₹180 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 02 Dec 2003 | 11 Jun 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 492.24% | 181% |
| Expense Ratio | 1.66 | 1.11 |
| Manager | Abhishek Bisen | Kedar Karnik |
| ISIN Code | INF174K01393 | INF740K01441 |
| Exits Load | Kotak Debt Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.06% | 0.05% |
| 6 Month | 2.37% | 2.14% |
| 1 Year | 4.44% | 6.71% |
| 3 Year | 9.83% | 9.79% |
| 5 Year | 9.61% | 8.23% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.8% | 0.99% |
| 1 Year | 4.92% | 5.85% |
| 3 Year | 8.41% | 9% |
| 5 Year | 9.02% | 8.7% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.91% | 9.01% |
| 3 Year | 8.92% | 8.32% |
| 5 Year | 8.84% | 8.79% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.57% | 3.21% |
| Sharp | 0.67% | 0.93% |
| Beta | 1.50% | 0.97% |
| Alpha | -0.08% | 0.95% |
Fund Managers
| Scheme Name | Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Kedar Karnik |
| Total AUM | ₹0 Cr | ₹32997 Cr |
| Funds Managed | 33 | 11 |
| Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Debt Hybrid - Growth |
DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Others | 77.99 | 82.56 |
| Large Cap | 16.82 | 13.16 |
| Mid Cap | 2.54 | 1.82 |
| Small Cap | 2.65 | 2.47 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Others | 77.53 | 80.51 |
| Communication Services | 1.57 | 0.39 |
| Energy | 1.51 | 0.85 |
| Technology | 2.23 | 1.38 |
| Consumer Cyclical | 3.41 | 1.68 |
| Healthcare | 1.99 | 2.4 |
| Financial Services | 6.69 | 9.25 |
| Basic Materials | 0.78 | 0.81 |
| Utilities | 1.22 | 1.12 |
| Consumer Defensive | 1.5 | 1.06 |
| Industrials | 1.43 | 0.54 |
| Real Estate | 0.14 | - |
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