DSP Aggressive Hybrid Fund

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4–7 yearsInvestment Horizon

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Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

3.7% AnnuallyAlpha

+10.1% vs +9.9% benchmarkSince Inception

+8.7% vs +6.3% benchmark3Y Annualized

+7.7% vs +6.5% benchmark5Y Annualized

DSP Aggressive Hybrid Fund

Benchmark Index

Benchmark Performance Comparison

Dsp Equity & Bond Fund

NIFTY 50 + FD Returns

Risk Profile

Standard Deviation10.1%

Sharpe Ratio0.44

Beta0.97

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

SectoralAllocation

Services13.06%

Capital Goods6.29%

Financial Services45.52%

Technology7.12%

Consumers24.29%

Energy & Infra1.5%

Utilities2.21%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

HDFC Bank LtdFinancial Services7.48%

8.17% Govt Stock 2044Utilities5.43%

ICICI Bank LtdFinancial Services5.06%

7.81% Govt Stock 2033Utilities4.03%

Treps / Reverse Repo InvestmentsUtilities4.01%

Mahindra & Mahindra LtdConsumers3.53%

SBI Life Insurance Co LtdFinancial Services3.52%

Axis Bank LtdFinancial Services2.97%

Cipla LtdServices2.85%

ITC LtdConsumers2.71%

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.71%

Exit Load1

Regulatory & Tax Information

INF740K01318

ISIN

DailyDealing Frequency

CRISIL Hybrid 35+65 - Agg TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)