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DSP Mutual Fund

DSP Aggressive Hybrid Fund - Direct Plan - Growth

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 71/100 · Good

How this score is calculated

  • Star rating (35%)3/5
  • 3Y CAGR (30%)10.19%
  • Expense ratio (20%)0.79%
  • AUM (15%)₹11,909 Cr

Not investment advice — an analytical read of public fund data. Methodology →

DSP Mutual Fund · Hybrid · Aggressive Hybrid

₹394.33

+0.0 (+0.0%)

AUM: ₹11,909 Cr

NAV updated 22 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

0.79%

Exit Load

Exit load of 1% if redeemed within 12 months

Fund Manager

Vikram Chopra, Atul Bhole

Inception

Jan 2013

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Sharpe Ratio

-0.76

Std Dev (1Y)

9.97%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-2.03%

3m

+2.57%

6m

+0.11%

1y

-0.93%

3y

+10.19%

5y

+8.94%

10y

+11.86%

since inception

+13.09%

TopFund's Take on DSP Aggressive Hybrid Fund - Direct Plan - Growth

DSP Aggressive Hybrid Fund - Direct Plan - Growth holds up reasonably well within the Aggressive Hybrid category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 71/100.

Cost: At 0.79%, the expense ratio is meaningfully cheaper — about 10% below the Aggressive Hybrid category average of 0.88% (based on 241 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.76 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 9.97% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Asset Allocation

Equity 69.65%
GOI Securities 8.67%
Debenture 6.91%
State Development Loan 5.46%
Mutual Fund 2.30%
Reverse Repo 2.02%
Non Convertible Debenture 1.73%
GOI Securities Floating Rate Bond 1.34%
Certificate of Deposit 0.61%
Additional Tier 1 Bond 0.45%
Bonds 0.42%
Net Receivables 0.23%
Cash Margin 0.21%

Frequently Asked Questions about DSP Aggressive Hybrid Fund - Direct Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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