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.
Risk Profile
Standard Deviation9.4%
Sharpe Ratio0.33
Beta0.89
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
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%
Regulatory & Tax Information
INF740K01334
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)