DSP Aggressive Hybrid Fund Direct Plan Quarterly Reinvestment of Income Dist cum Cap Wdrl

DSP Aggressive Hybrid Fund Direct Plan Quarterly Reinvestment of Income Dist cum Cap Wdrl is a hybrid fund. This fund was started on 7 October, 2014. The fund is managed by . This fund gives you the benefit of diversification.

1. DSP Aggressive Hybrid Fund Direct Plan Quarterly Reinvestment of Income Dist cum Cap Wdrl has ₹10829 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

DSP Aggressive Hybrid Fund Direct Plan Quarterly Reinvestment of Income Dist cum Cap Wdrl has given a CAGR return of 16.22% since inception. Over the last 1 year the fund has given a CAGR return of 13.07%.

DSP Aggressive Hybrid Fund Direct Plan Quarterly Reinvestment of Income Dist cum Cap Wdrl has allocated its funds majorly in Government, Financial Services, Corporate, Consumer Cyclical, Cash Equivalent, Health, Consumer Defensive, Tech, Basic Materials, Communication, Utilities, Energy, Industrial.

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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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 for lump sum payment is INR 0.00 and for SIP is INR 0.00. DSP Aggressive Hybrid Fund Direct Plan Quarterly Reinvestment of Income Dist cum Cap Wdrl has no lock in period.