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	-3.68%	-1.72%
6 Month	-10.72%	-6.55%
1 Year	5.86%	12.32%
3 Year	12.75%	13.88%
5 Year	17.56%	15.35%

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-9.13%	-4.91%
1 Year	-12.88%	-2.58%
3 Year	10.27%	14.18%
5 Year	13.76%	14.18%

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%	10.932%
Sharp	0.49%	0.585%
Beta	1.055%	1.052%
Alpha	0.867%	1.965%

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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
Fund Manage	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	30.39778	30.13137
Large Cap	39.14799	47.73524
Small Cap	8.75465	11.6688
Mid Cap	21.69959	10.46458

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	29.45522	30.04382
Energy	2.50217	0.74665
Technology	13.72469	3.43452
Financial Services	13.2205	31.25329
Consumer Defensive	4.52821	6.40792
Industrials	8.25894	2.77118
Healthcare	6.91049	7.77083
Basic Materials	9.30597	5.36051
Real Estate	1.36737	-
Utilities	3.38962	1.24206
Consumer Cyclical	3.22009	9.46874
Communication Services	4.11674	1.50047