Kotak Debt Hybrid vs DSP Regular Savings Fund 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)	₹2543 Cr	₹173 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	1.7	1.1
Manager	Abhishek Bisen	Kedar Karnik
ISIN Code	INF174K01393	INF740K01441
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365	Nil/365

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
1 Month	1.66%	0.77%
6 Month	8.28%	7.96%
1 Year	18.22%	15.19%
3 Year	11.07%	8.22%
5 Year	12.33%	9.21%

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
6 Month	-	-
1 Year	7.86%	6.09%
3 Year	19.33%	15.21%
5 Year	34.35%	25.06%

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
1 Year	11.24%	8.32%
3 Year	26.95%	19.93%
5 Year	35.71%	26.55%

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	74.58	75.86
Large Cap	18.59	17.34
Mid Cap	2.4	3.16
Small Cap	3.73	3.64

Scheme Name	Kotak Debt Hybrid - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Others	0.24	2.32
Financial	6.54	37.72
Automobiles	3.1	-
Finance	1.6	-
Diversified FMCG	1.72	-
Power	1.26	-
Gas	1.08	-
Petroleum Products	1.79	-
Telecom - Services	1.02	-
Banks	4.25	-
IT - Software	1.57	-
Insurance	0.77	1.55
Auto Components	1.26	-
Beverages	0.82	-
Cement and Cement Products	0.51	-
Industrial Manufacturing	0.86	-
Consumer Durables	0.64	-
Food Products	0.72	-
Healthcare Services	0.37	-
Agricultural, Commercial and Constr	0.32	-
Personal Products	0.47	-
Entertainment	0.22	-
Realty	0.17	-
Leisure Services	0.25	-
Construction	0.05	0.18
Sovereign	-	32.77
Energy	-	13.6
Consumer Staples	-	1.37
Automobile	-	2.03
Healthcare	-	3.45
Chemicals	-	2.01
Technology	-	1.35
Metals & Mining	-	0.6
Communication	-	0.56
Materials	-	0.29
Services	-	0.2