Investt

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Mr. Abhishek Singh, Mr. Shantanu Godambe

Investment Objective

The primary investment objective of the Scheme is to seek to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). There is no assurance that the investment objective of the scheme will be achieved.

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Expense Ratio

1.7% As on (31-10-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

11,909.72 Cr As on (31-10-2025)

PERFORMANCE of DSP Aggressive Hybrid Fund- Regular Plan - IDCW

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 05-12-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
DSP Aggressive Hybrid Fund- Regular Plan - IDCW	4.59	15.47	14.51	12.52	13.65
Benchmark	-	-	-	-	-
Hybrid: Aggressive	2.99	13.69	15.17	12.21	12.94

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RETURNS CALCULATOR for DSP Aggressive Hybrid Fund- Regular Plan - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of DSP Aggressive Hybrid Fund- Regular Plan - IDCW

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
DSP Aggressive Hybrid Fund- Regular Plan - IDCW	10.24	0.69	0.78	0.8	7.39	12.62
Hybrid: Aggressive	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
DSP Aggressive Hybrid Fund Reg IDCW	14.51
ICICI Pru Equity & Debt Gr	22.77
SBI Equity Hybrid Reg Gr	14.34
Bandhan Aggr Hyb Fund Reg Gr	15.88
Mirae Asset Aggressive Hybrid Reg Gr	14.09
quant Aggressive Hybrid Fund Gr Reg Plan	19.42
Mahindra Manulife Aggressive Hybrid Fund Reg Gr	17.84
DSP Aggressive Hybrid Fund Reg Gr	14.57
Edelweiss Aggr Hybrid Reg Gr	17.16
Edelweiss Aggr Hybrid Plan B Gr	17.22

Asset Allocation

Sectors

Sector	Holdings (%)
Financial Services	29.74
Healthcare	8.75
Automobile and Auto Components	7.9
Information Technology	6.6
Fast Moving Consumer Goods	5.33
Oil, Gas & Consumable Fuels	2.78
Power	2.7
Chemicals	1.33
Telecommunication	1.26
Textiles	0.86

Portfolio Holdings

Company	Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/-	7.08
TREPS / Reverse Repo Investments	5.23
6.90% GOI 15-Apr-2065	5.12
ICICI BANK LIMITED EQ NEW FV RS. 2/-	4.39
AXIS BANK LIMITED EQ NE FV RS. 2/-	3.97
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5	3.86
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-	3.79
SBI LIFE INSURANCE COMPANY LIMITED EQ	3.55
ITC LIMITED EQ NEW FV RE.1/-	3.04
INFOSYS LIMITED EQ FV RS 5	2.88

DSP Aggressive Hybrid Fund- Regular Plan - IDCW