DSP Regular Savings Fund vs Kotak Debt Hybrid compare

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)	₹2999 Cr	₹185 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

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
1 Month	2.02%	1.47%
6 Month	4.66%	5.71%
1 Year	13.12%	11.75%
3 Year	9.91%	9.05%
5 Year	11.76%	8.89%

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
6 Month	-	-
1 Year	11.97%	11.91%
3 Year	12.76%	11.33%
5 Year	12.04%	9.89%

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
1 Year	9.01%	9.01%
3 Year	8.53%	8.2%
5 Year	8.65%	8.73%

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Standard Deviation	4.23%	3.48%
Sharp	0.92%	0.45%
Beta	0.77%	0.66%
Alpha	2.87%	0.72%

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Name	Abhishek Bisen	Kedar Karnik
Total AUM	₹0 Cr	₹32997 Cr
Fund Manage	33	11
	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Others	75.95	78.57
Large Cap	17.32	15.79
Mid Cap	2.59	1.44
Small Cap	3.49	4.2

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Others	75.95	78.57
Telecom - Services	1.25	0.41
Petroleum Products	1.49	-
IT - Software	2.94	1.25
Personal Products	0.22	-
Banks	3.9	6.66
Retailing	0.42	-
Diversified FMCG	1.46	1.2
Healthcare Services	0.41	0.1
Cement & Cement Products	0.39	-
Electrical Equipment	0.17	-
Insurance	0.54	1.15
Construction	0.05	-
Industrial Manufacturing	0.65	-
Gas	0.8	-
Finance	1.19	1.91
Automobiles	2.46	1.56
Food Products	0.72	-
Auto Components	0.89	0.68
Consumer Durables	0.8	0.77
Leisure Services	0.21	-
Power	1.1	0.69
Agricultural, Commercial & Construction Vehicles	0.3	-
Realty	0.13	-
Beverages	0.91	-
Pharmaceuticals & Biotechnology	-	2.29
Chemicals & Petrochemicals	-	0.89
Oil	-	0.49
Fertilizers & Agrochemicals	-	0.68
Diversified	-	0.28
Commercial Services & Supplies	-	0.42