DSP Regular Savings Fund vs Kotak Debt Hybrid compare

DSP Regular Savings Fund vs Kotak Debt Hybrid compare

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Kotak Debt Hybrid - Growth

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DSP Regular Savings 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 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)	₹3097 Cr	₹178 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	0.88%	0.74%
6 Month	2.07%	2.45%
1 Year	4.92%	6.5%
3 Year	10.12%	10.02%
5 Year	10.76%	8.9%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
6 Month	0.45%	0.37%
1 Year	4.22%	5.19%
3 Year	8.39%	8.88%
5 Year	8.98%	8.52%

Rolling Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
1 Year	8.96%	9.14%
3 Year	8.8%	8.28%
5 Year	8.8%	8.79%

Risk Management

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Standard Deviation	4.57%	3.22%
Sharp	0.72%	0.98%
Beta	1.45%	0.95%
Alpha	-0.28%	0.81%

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	77.82	83.74
Large Cap	17.04	12.2
Mid Cap	2.43	1.71
Small Cap	2.71	2.35

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Others	77.56	83.48
Communication Services	1.41	0.34
Energy	1.38	0.81
Technology	2.52	1.19
Consumer Cyclical	3.29	1.6
Healthcare	1.79	2.51
Financial Services	6.64	6.82
Basic Materials	0.81	0.55
Utilities	1.58	1.07
Consumer Defensive	1.56	1.07
Industrials	1.32	0.58
Real Estate	0.12	-

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