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DSP Aggressive Hybrid Fund

Growth
HybridAggressive Hybrid Fund
Large-size FundAssets Under Mgmt: ₹ 10,327 Cr
Very High RiskPrinciple investment will be at very high risk
390.100.35% (-1.38)

Price Chart

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Returns
0.00%
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HybridAggressive Hybrid Fund
Large-size FundAssets Under Mgmt: ₹ 10,327 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7340.931.93
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4343.491.72

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
NIL upto 10% of investment within 12M 1% exceding 10% of investment within 12M NIL after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
DSP Aggressive Hybrid Fund24.78%14.71%15.15%
SBI Equity Hybrid Fund20.97%12.55%15.32%
ICICI Pru Equity & Debt Fund24.64%20.24%18.12%
HDFC Hybrid Equity Fund19.55%14.48%13.21%

Price Comparison

Compare DSP Aggressive Hybrid Fund with any MF, ETF, stock or index
Compare DSP Aggressive Hybrid Fund with any MF, ETF, stock or index
DSP Aggressive Hybrid Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Commercial PaperCash & EquivalentsGovernment SecuritiesCorporate DebtEquity1.14%2.88%12.56%14.72%68.70%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+27 moreConsumer FinancePublic BanksSpecialized FinanceG-SecPrivate Banks46.80 %5.91 %6.94 %8.81 %12.56 %18.99 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2413.01%14.89%17.64%18.46%18.61%18.99%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.62 %

    Holdings

    7.39 %

    0.62 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.24 %

    Holdings

    4.77 %

    0.24 %
  • Bajaj Finance Ltd
    BAJFINANCE
    3M change : -0.71 %

    Holdings

    4.10 %

    -0.71 %

AMC Profile

DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.

  • No.of Schemes

    56

  • Total AUM

    ₹ 1,87,846.67 Cr.

Fund Manager Profile

Abhishek Singh

AUM:  ₹17,295.88 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Shantanu Godambe

AUM:  ₹25,359.45 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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