DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl
Get the latest NAV of DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹68.43
1D
NAV as on 13 Mar 2026
12.97%/per year
Since Inception
▲▼
13 people have invested ₹ 11.3K in DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl in the last three months
DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (13-Mar-26)
The fund has outperformed the benchmark (Aggressive Allocation Index) over 3Y, 5Y, but underperformed over 1Y.
Peer comparison
DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Financial Services & Corporate
Government
53%
Financial Services
48%
Corporate
36%
Government
54%
Financial Services
45%
Corporate
34%
DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl Holdings Details
as on (28-Feb-26)
DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.68% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹11928 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 105.89% |
| Risk | High Risk |
About DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl
DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Shantanu Godambe, Abhishek Singh. This fund gives you the benefit of diversification.
Key Parameters
- DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl has ₹11928 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl has given a CAGR return of 12.97% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.32%, 15.29% and 11.54% respectively.
Holdings
DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl has allocated its funds majorly in Government, Financial Services, Corporate, Health, Cash Equivalent, Consumer Cyclical, Consumer Defensive, Utilities, Tech, Basic Materials, Energy, Communication, Industrial.
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 Plan Reinvestment of Income Dist cum Cap Wdrl
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 Plan Reinvestment of Income Dist cum Cap Wdrl has no lock in period.
Fund Manager
Shantanu Godambe
Fund Manager of DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl, since 1 August 2024
Abhishek Singh
Fund Manager of DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl, since 1 March 2024
- AUM of the fund stands at 11.9K Cr as of Feb'26
- AUM increased by 67 Cr between Feb'26 and Jan'26
Frequently Asked Questions for DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl
How do I invest in DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl?
- Download the INDmoney app.
- Search for ‘DSP Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.