DSP Aggressive Hybrid Fund Direct Growth
NAV as on 26-03-2025
₹ 380.28
1D
Inception Returns
14.5%
/yr
Historical NAV & Returns
About DSP Aggressive Hybrid Fund Direct Growth
DSP Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by . This fund gives you the benefit of diversification.
Key Parameters
- DSP Aggressive Hybrid Fund Direct Growth has ₹10137 Cr worth of assets under management (AUM) as on Feb 2025 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
DSP Aggressive Hybrid Fund Direct Growth has given a CAGR return of 14.45% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 18.58%, 16.02% and 21.58% respectively.
Holdings
DSP Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Cash Equivalent, Consumer Cyclical, Health, Consumer Defensive, Basic Materials, Tech, Industrial, Communication, Utilities, Energy.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of DSP Aggressive Hybrid Fund Direct Growth
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 realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. DSP Aggressive Hybrid Fund Direct Growth has no lock in period.
DSP Aggressive Hybrid Fund Direct Growth Overview
| Expense ratio | 0.71% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹10137 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 49.91% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
INDmoney Rank for DSP Aggressive Hybrid Fund Direct Growth
Trailing Returns
as on (26-Mar-25)
Fund Distribution
as on (28-Feb-25)
- AUM of the fund stands at 10.1K Cr as of Feb'25
- AUM decreased by 242 Cr between Feb'25 and Jan'25
Top 3 Sectors in February were Government, Financial Services & Corporate
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 7.55% | 0% | |
 ICICI Bank Ltd | 4.53% | 0% | |
 Mahindra & Mahindra Ltd | 3.48% | 7.9% | |
 Axis Bank Ltd | 3.35% | 18.5% | |
 Cipla Ltd | 3.1% | 0% |
Mutual Fund Insights
DSP Aggressive Hybrid Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹10137 Cr
Expense Ratio 0.71%
More funds from AMC
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5Y CAGR
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DSP Equity Savings Fund Direct Plan Growth
5Y CAGR
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DSP Regular Saving Fund Direct Plan Growth
5Y CAGR
▲ 12.01
DSP Arbitrage Fund Direct Growth
5Y CAGR
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DSP Multi Asset Allocation Fund Direct Growth
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Frequently Asked Questions for DSP Aggressive Hybrid Fund Direct Growth
DSP Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.78% | 3.78% |
6 Month Returns | -4.67% | -4.67% |
1 Year Returns | 18.58% | 18.58% |
3 Years Returns | 56.16% | 16.02% |
5 Years Returns | 165.69% | 21.58% |
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- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
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AAA | 90.07 |
AA | 9.93 |