DSP Aggressive Hybrid Fund
Empty
4–7 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation10.7%
Sharpe Ratio0.58
Beta1.39
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
INF740K019C8
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)