Rating:
3
Aum
₹11,837.69 Cr
Expense Ratio
1.82%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
27 May 1999
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.13% | -- |
| 3 Months | +2.37% | -- |
| 6 Months | -2.29% | -- |
| 1 Year | +0.05% | +0.05% |
| 2 Years | -- | +2.67% |
| 3 Years | +36.19% | +10.84% |
| 5 Years | +55.26% | +9.2% |
| Since Launch | +3426.51% | +13.99% |
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 1,040.36 | 8.79 |
| ICICI Bank | 873.95 | 7.38 |
| Cipla | 498.76 | 4.21 |
| ITC | 474.08 | 4.00 |
| AXIS Bank Ltd | 458.83 | 3.88 |
| Kotak Mahindra Bank | 458.25 | 3.87 |
| 7.24% Govt Stock 2055 | 432.89 | 3.66 |
| Mahindra & Mahindra Ltd | 415.47 | 3.51 |
| SBI Life Insurance Company Ltd | 283.38 | 2.39 |
| DSP S/T Dir Gr | 272.40 | 2.30 |
Rating:
3
Risk
Return
0.40
Sharpe Ratio
11.02%
Std. Deviation
5.67%
Tracking Error
0.09%
Alpha
1.18
Beta
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Equity & Debt Fund Growth | +6% | +14.76% | +15.89% |
| Canara Robeco Equity Hybrid Fund Growth | +5.54% | +11.51% | +9.9% |
| Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth | +6.02% | +11.05% | +9.93% |
| DSP Aggressive Hybrid Fund Growth | +0.05% | +10.84% | +9.2% |
| HDFC Hybrid Equity Fund Growth | -1.18% | +7.43% | +9.05% |
Results are calculated on CAGR basis
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 Growth has an AUM of 11837.69 crores & has delivered CAGR of 9.20 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.82%. The minimum investment in DSP Aggressive Hybrid Fund Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Cipla, ITC.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Auto & Truck Manufacturers, Insurance (Life).
Some of the similar funds are ICICI Prudential Equity & Debt Fund Growth, Canara Robeco Equity Hybrid Fund Growth, Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth, DSP Aggressive Hybrid Fund Growth, HDFC Hybrid Equity Fund Growth. DSP Aggressive Hybrid Fund Growth has a sharpe ratio of 0.40 & a standard deviation of 11.02%.
According to the morning star rating DSP Aggressive Hybrid Fund Growth has a Medium risk & Good return.
DSP Aggressive Hybrid Fund Growth is managed by Abhishek Singh,Shantanu Godambe.
The expense ratio of DSP Aggressive Hybrid Fund Growth is 1.82%.
The 5 year annualized return on DSP Aggressive Hybrid Fund Growth is 9.20% & it has generated 0.05% in the last 1 year.
The minimum investment in DSP Aggressive Hybrid Fund Growth is 100 Rs.
DSP Aggressive Hybrid Fund Growth has an AUM of 11837.69 crores.
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