Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
DSP Aggressive Hybrid Fund- Regular Plan - IDCW
★★★★★ 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
TopFund Score: 72/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)10.87%
- 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
₹396.77
AUM: ₹11,909 Cr
NAV updated 27 days ago
Plan
Regular
Option
Idcw
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
-1.59
Std Dev (1Y)
10.67%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.79%
3m
+2.58%
6m
-1.44%
1y
+0.67%
3y
+10.87%
5y
+9.25%
10y
+11.97%
since inception
+0.39%
TopFund's Take on DSP Aggressive Hybrid Fund- Regular Plan - IDCW
DSP Aggressive Hybrid Fund- Regular Plan - IDCW 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 72/100.
Cost: At 0.79%, the expense ratio is roughly in line with the Aggressive Hybrid category average of 0.86% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.59 — 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 10.67% 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
Fund Snapshot
Similar Funds
ICICI Prudential Aggressive Hybrid Active FOF - Growth
ICICI Prudential Mutual Fund
ICICI Prudential Aggressive Hybrid Active FOF - Direct Plan - Growth
ICICI Prudential Mutual Fund
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option
Edelweiss Mutual Fund
ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option
Edelweiss Mutual Fund
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
ICICI Prudential Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about DSP Aggressive Hybrid Fund- Regular Plan - IDCW
The current NAV (Net Asset Value) of DSP Aggressive Hybrid Fund- Regular Plan - IDCW is ₹396.77. NAV is updated every business day after market close by AMFI.
1Y: 0.67% · 3Y CAGR: 10.87% · 5Y CAGR: 9.25%
The expense ratio of DSP Aggressive Hybrid Fund- Regular Plan - IDCW is 0.79% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Aggressive Hybrid Fund- Regular Plan - IDCW is managed by Vikram Chopra, Atul Bhole at DSP Mutual Fund.
DSP Aggressive Hybrid Fund- Regular Plan - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
DSP Aggressive Hybrid Fund- Regular Plan - IDCW is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in DSP Aggressive Hybrid Fund- Regular Plan - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of DSP Aggressive Hybrid Fund- Regular Plan - IDCW is ₹11,909 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.