DSP Equity & Bond Fund vs Kotak Equity Hybrid compare

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	₹10327 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	-4.24%	-1.96%
6 Month	-1.75%	0.78%
1 Year	15.94%	15.31%
3 Year	13.19%	11.98%
5 Year	16.64%	14.94%

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-	-
1 Year	7.17%	10.13%
3 Year	16.63%	17.33%
5 Year	17.94%	16.36%

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.72%	13.19%
3 Year	12.54%	14.37%
5 Year	12.51%	14.27%

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.13%	10.24%
Sharp	1.25%	0.53%
Beta	0.9%	1.11%
Alpha	5.28%	2.54%

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	26.15	31.47
Large Cap	39.58	42.46
Small Cap	10.97	12.14
Mid Cap	22.74	13.93

Scheme Name	Kotak Equity Hybrid - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.15	31.47
Petroleum Products	1.96	-
IT - Software	13.69	4.89
Capital Markets	1.06	1.21
Personal Products	1.81	1.61
Construction	3.33	-
Finance	5.7	9.1
Diversified FMCG	0.6	3.28
Banks	6.91	17.45
Pharmaceuticals & Biotechnology	4.48	5.32
Healthcare Services	1.97	1.13
Cement & Cement Products	2.03	0.75
Realty	1.58	-
Automobiles	0.91	3.73
Gas	0.91	-
Electrical Equipment	2.09	1.15
Fertilizers & Agrochemicals	0.59	0.81
Industrial Products	3.16	2.77
Consumer Durables	2.57	1.51
Transport Services	0.78	-
Aerospace & Defense	0.67	-
Oil	0.79	-
Chemicals & Petrochemicals	3.62	1.64
Telecom - Services	3.61	1.33
Auto Components	3.17	3.29
Power	2.57	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	2.63
Beverages	1.32	1.6
Retailing	-	1.13
Diversified	-	0.39
Textiles & Apparels	-	1.81