- Mutual Funds
- DSP Mutual Fund
- DSP Aggressive Hybrid Fund Direct Growth
DSP Aggressive Hybrid Fund Direct Plan Growth
₹ 396.3
NAV (Apr 24)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scheme Information
The scheme seeks 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).
Expense Ratio | 0.7 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 10425.4 |
ISIN | INF740K01NY4 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 10.9 |
Beta | 0.8 |
Sharpe Ratio | 0.7 |
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6.84%Bajaj Finance Ltd.
4.65%ICICI Bank Ltd.
4.58%GOI
2.97%GOI
2.76%
Allocation by Sector
Financial
27.63%Healthcare
7.7%Automobile
7.36%Consumer Staples
6.03%Technology
4.77%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 55,360 cr | ||
₹ 3,309 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
