DSP Aggressive Hybrid Fund- Regular Plan - Growth

Fund House: DSP Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 26-05-1999

Minimum Investment: 100.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 11417.61 As on (30-06-2025)

Expense Ratio: 1.72% As on (30-06-2025)

Turn over: 81.00% | Exit Load: 1%~ - Holding period from the date of allotment < 12 months, Nil - Holding period from the date of allotment >= 12 months (as a % of Applicable NAV) ~If the units redeemed or switched out are upto 10% of the units (the limit) purchased or switched

NAV as on 01-08-2025

354.886

-2.572

CAGR Since Inception

14.59%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Aggressive Hybrid Fund- Regular Plan - Growth 4.85 15.84 17.6 12.08 14.59
Benchmark - - - - -
Hybrid: Aggressive 0.81 14.84 17.93 11.33 13.02

Funds Manager

Mr. Abhishek Singh, Mr. Shantanu Godambe

RETURNS CALCULATORS for DSP Aggressive Hybrid Fund- Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of DSP Aggressive Hybrid Fund- Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of DSP Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 4.85 16.75 15.84 17.6 12.08
SBI Equity Hybrid Reg Gr 01-12-1995 6.64 15.66 13.65 16.49 11.8
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 6.2 16.13 15.01 18.69 0.0
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 5.22 12.28 13.67 14.53 8.15
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 3.44 18.6 16.7 16.59 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 2.85 18.77 19.3 25.07 15.12
HDFC Hybrid Equity Gr 01-04-2005 2.41 11.67 13.66 18.23 11.89
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 1.89 17.13 17.69 20.09 12.02
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 1.88 17.08 17.6 20.02 11.97
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 1.79 17.32 16.88 20.24 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of DSP Aggressive Hybrid Fund- Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Aggressive Hybrid Fund- Regular Plan - Growth 10.24 1.34 3.95 1.05 7.39 12.62
Hybrid: Aggressive - - - - - -