Kotak Debt Hybrid vs DSP Regular Savings Fund 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) | ₹3111 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 | -1.55% | -0.74% |
6 Month | 4.47% | 5.34% |
1 Year | 1.91% | 5.82% |
3 Year | 9.7% | 9.73% |
5 Year | 10.56% | 9% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
6 Month | -0.92% | 0.32% |
1 Year | 1.34% | 5.41% |
3 Year | 8.35% | 9.54% |
5 Year | 9% | 8.82% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
1 Year | 9.01% | 9.2% |
3 Year | 8.76% | 8.27% |
5 Year | 8.76% | 8.77% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.47% | 3.33% |
Sharp | 0.88% | 1.01% |
Beta | 1.37% | 0.97% |
Alpha | 0.33% | 0.82% |
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 | 78.35 | 85.58 |
Large Cap | 16.38 | 10.87 |
Mid Cap | 2.56 | 1.34 |
Small Cap | 2.71 | 2.2 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
Others | 78.08 | 85.35 |
Communication Services | 1.43 | 0.15 |
Energy | 1.55 | 0.58 |
Technology | 2.62 | 0.62 |
Consumer Cyclical | 2.67 | 2.16 |
Healthcare | 1.85 | 2.12 |
Financial Services | 6.42 | 6.41 |
Basic Materials | 0.81 | 0.61 |
Utilities | 1.55 | 0.82 |
Consumer Defensive | 1.42 | 0.59 |
Industrials | 1.48 | 0.6 |
Real Estate | 0.12 | - |
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