DSP Aggressive Hybrid Fund - Direct Plan - IDCW
Expense Ratio: 0.65
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Direct
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 03-05-1999
Exit Load: Nil
Fund Size:₹12,142.76 Cr
Performance
1Y
Fund-8.33%
Cat. Avg.-1.36%
2Y
Fund-4.06%
Cat. Avg.0.75%
3Y
Fund5.51%
Cat. Avg.10.37%
5Y
Fund3.62%
Cat. Avg.9.05%
10Y
Fund6.79%
Cat. Avg.11.82%
SI
Fund8.37%
Cat. Avg.12.42%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Limited | 1040.36 | 8.79% |
| 2 | ICICI Bank Limited | 873.94 | 7.38% |
| 3 | Axis Bank Limited | 557.86 | 4.71% |
| 4 | Cipla Limited | 498.75 | 4.21% |
| 5 | ITC Limited | 474.08 | 4.00% |
| 6 | Kotak Mahindra Bank Limited | 458.24 | 3.87% |
| 7 | 7.24% GOI 2055 | 432.89 | 3.66% |
| 8 | Mahindra & Mahindra Limited | 415.46 | 3.51% |
| 9 | SBI Life Insurance Company Limited | 283.37 | 2.39% |
| 10 | DSP Short Term Fund | 272.40 | 2.30% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57739 | -3.8% | -7.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.14 L. | -4.6% | -4.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.77 L. | -1.4% | -1.0% |
| 5Y | 08 Nov, 21 | 3 L. | 3.34 L. | +11.2% | +4.3% |
| 10Y | 07 Nov, 16 | 6 L. | 8.49 L. | +41.5% | +6.8% |
| SI | 07 Jan, 13 | 8.30 L. | 14.37 L. | +73.1% | +7.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 91668 | -8.3% | -8.3% |
| 2Y | 16 Oct, 24 | 1 L. | 92047 | -8.0% | -4.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.17 L. | +17.5% | +5.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.19 L. | +19.1% | +3.6% |
| 10Y | 17 Oct, 16 | 1 L. | 1.94 L. | +93.7% | +6.8% |
| SI | 03 Jan, 13 | 1 L. | 3.03 L. | +202.8% | +8.4% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.