DSP Aggressive Hybrid Fund- Regular Plan - IDCW

Fund House: DSP Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 27-05-1999

Minimum Investment: 100.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 11323.6 As on (29-08-2025)

Expense Ratio: 1.72% As on (31-08-2025)

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 08-10-2025

29.357

-0.125

CAGR Since Inception

13.63%

CRISIL Hybrid 35+65 Aggressive Index 12.34%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Aggressive Hybrid Fund- Regular Plan - IDCW 2.57 15.83 16.73 12.18 13.63
Benchmark - - - - -
Hybrid: Aggressive 1.4 14.76 17.13 11.81 12.96

Funds Manager

Mr. Abhishek Singh, Mr. Shantanu Godambe

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

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 - IDCW

Portfolio Holdings

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Sector Allocation

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

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
DSP Aggressive Hybrid Fund Reg IDCW 27-05-1999 2.57 15.28 15.83 16.73 12.18
SBI Equity Hybrid Reg Gr 01-12-1995 8.4 16.06 13.91 16.55 12.28
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 6.34 13.53 13.2 13.44 8.68
ICICI Pru Equity & Debt Gr 05-11-1999 5.3 19.46 19.72 25.92 15.84
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 4.73 16.97 15.47 17.47 0.0
Kotak Aggressive Hybrid Fund Reg Gr 25-11-1999 3.24 17.0 15.97 18.99 13.17
HDFC Hybrid Equity Gr 01-04-2005 3.04 11.5 13.04 17.13 12.1
HSBC Aggressive Hybrid Fund Reg Gr 01-01-2013 2.75 16.37 15.88 15.74 11.17
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 2.67 17.2 17.1 19.52 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 2.64 15.33 15.87 16.78 12.6

Asset Allocation (%)

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Aggressive Hybrid Fund- Regular Plan - IDCW 10.24 0.69 0.78 0.8 7.39 12.62
Hybrid: Aggressive - - - - - -