DSP Equity & Bond Fund vs Kotak Equity Hybrid compare

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Kotak Equity Hybrid - Growth

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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	Very High
Asset Size (Cr)	₹6606 Cr	₹10137 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Nov 2014	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 Index
Turn Over	38.8%	48%
Expense Ratio	1.77	1.75
Manager	Harsha Upadhyaya	Kedar Karnik
ISIN Code	INF174K01E92	INF740K01318
Exits Load	Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	DSP Aggressive Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	5.42%	5.98%
6 Month	-6.84%	-0.66%
1 Year	10.56%	17.99%
3 Year	12.56%	14.7%
5 Year	21.47%	19.57%

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-4.34%	0.1%
1 Year	-9.45%	2.01%
3 Year	11.24%	15.79%
5 Year	13.84%	14.79%

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	12.18%	13.42%
3 Year	13.43%	14.28%
5 Year	12.72%	14.35%

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	10.787%	10.24%
Sharp	0.49%	0.6%
Beta	1.055%	1.11%
Alpha	0.867%	3.37%

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Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Name	Harsha Upadhyaya	Kedar Karnik
Total AUM	₹139411 Cr	₹32997 Cr
Funds Managed	11	11
	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	30.4	31.3
Large Cap	39.15	46.53
Small Cap	8.75	11.1
Mid Cap	21.7	11.08

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	29.46	31.21
Energy	2.5	1
Technology	13.72	3.74
Financial Services	13.22	31.37
Consumer Defensive	4.53	6.17
Industrials	8.26	2.87
Healthcare	6.91	7.7
Basic Materials	9.31	4.71
Real Estate	1.37	-
Utilities	3.39	1.35
Consumer Cyclical	3.22	8.45
Communication Services	4.12	1.45