DSP Aggressive Hybrid Fund Direct Plan Growth

• Alpha 1.10%
• Beta 1.18
• Sharpe Ratio1.07
• Std Deviation 9.25%
• Tracking Error 5.68%

The primary investment objective of the Scheme is to seek to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). There is no assurance that the investment objective of the Scheme will be realized.

The DSP Aggressive Hybrid Fund Direct Plan Growth has an AUM of 11861.15 crores & has delivered CAGR of 12.51% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.68%. The minimum investment in DSP Aggressive Hybrid Fund Direct Plan Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, AXIS Bank Ltd & Mahindra & Mahindra Ltd.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming & Auto & Truck Manufacturers.

Some of the similar funds are ICICI Prudential Equity & Debt Fund Direct Plan Growth, DSP Aggressive Hybrid Fund Direct Plan Growth, Mirae Asset Aggressive Hybrid Fund -Direct Plan-Growth, Canara Robeco Equity Hybrid Fund Direct Plan Growth, HDFC Hybrid Equity Fund Direct Growth Option. DSP Aggressive Hybrid Fund Direct Plan Growth has a sharpe ratio of 1.07 & a standard deviation of 9.25%.