DSP Aggressive Hybrid Fund- Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 98% of 3-year investment horizons.
- Strong capital defense: downside capture of 68% limits losses during market corrections.
- Cost-efficient: expense ratio of 1.83% is lower than category median (2.2%).
- Over 28 years of operational history across different market cycles.
- Experienced a maximum drawdown of -44.0% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.71% | +6.16% | +1.55% |
| 3 Months | +2.50% | +1.07% | +1.43% |
| 6 Months | +4.92% | +5.38% | -0.46% |
| 1 Year | -0.04% | +2.59% | -2.63% |
| 3 Years CAGR | +10.77% | +10.89% | -0.12% |
| 5 Years CAGR | +8.31% | +8.84% | -0.53% |
| 7 Years CAGR | +12.14% | +12.32% | -0.18% |
| 10 Years CAGR | +11.39% | +11.96% | -0.57% |
| Since Inception | +12.04% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in DSP Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -0.85% | +2.63% | -3.48% |
| 2025 | +6.76% | +6.01% | +0.75% |
| 2024 | +17.66% | +15.75% | +1.91% |
| 2023 | +25.33% | +20.35% | +4.98% |
| 2022 | -2.72% | +2.27% | -4.99% |
| 2021 | +24.22% | +23.77% | +0.45% |
| 2020 | +17.03% | +13.43% | +3.60% |
| 2019 | +14.18% | +10.39% | +3.79% |
| 2018 | -5.13% | -2.51% | -2.62% |
| 2017 | +27.61% | +25.44% | +2.17% |
| 2016 | +8.25% | +5.08% | +3.17% |
| 2015 | +4.80% | +2.88% | +1.92% |
| 2014 | +45.02% | +43.24% | +1.78% |
| 2013 | -0.37% | +7.10% | -7.47% |
| 2012 | +26.30% | +26.34% | -0.04% |
| 2011 | -16.95% | -18.20% | +1.25% |
| 2010 | +15.66% | +15.27% | +0.39% |
| 2009 | +64.98% | +62.41% | +2.57% |
| 2008 | -37.97% | -44.40% | +6.43% |
| 2007 | +51.26% | +51.84% | -0.58% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -39.39% | +14.00% | +11.01% | +77.02% | 77.1% | 53.7% |
| 3-Year Rolling | -3.13% | +12.89% | +13.31% | +26.52% | 98.2% | 51.4% |
| 5-Year Rolling | +3.04% | +12.47% | +12.47% | +22.39% | 100.0% | 39.8% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2009-03-09 | -44.0% | 14 months | 10 months |
| 2020-02-19 | 2020-03-23 | -28.9% | 1 months | 8 months |
| 2006-05-10 | 2006-06-14 | -23.1% | 1 months | 4 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| 1. Equity and equity related Instruments | 65% - 80%, 2. Debt instruments: 20% - 35% For detailed asset allocation pattern, please refer to the Scheme Information Document |
Investment Objective & Strategy
The primary investment objective of the Scheme is to seek to generate long term capital appreciation and current income from a portfolio constituted predominantly 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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 12,068 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as stretched relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| CANARA ROBECO AGGRESSIVE HYBRID FUND | 5.3 | +11.25% | 1.79% | 70.7% | Rs 11,572 cr | Compare → |
| Mahindra Manulife Aggressive Hybrid Fund | 5.7 | +10.67% | 2.17% | 69.3% | Rs 3,057 cr | Compare → |
| UTI Aggressive Hybrid Fund | 5.7 | +11.02% | 1.89% | 69.3% | Rs 6,818 cr | Compare → |
| Aditya Birla Sun Life Aggressive Hybrid Fund | 3.8 | +10.44% | 1.89% | 74.8% | Rs 7,219 cr | Compare → |
| 360 ONE Balanced Hybrid Fund | 4.9 | +9.78% | 2.19% | 35.1% | Rs 671 cr | Compare → |
Frequently Asked Questions about DSP Aggressive Hybrid Fund
What is the expense ratio of DSP Aggressive Hybrid Fund?
DSP Aggressive Hybrid Fund has a total expense ratio (TER) of 1.83% with a base expense ratio of 1.46%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages DSP Aggressive Hybrid Fund?
DSP Aggressive Hybrid Fund is managed by Abhishek Singh.
What are the historical returns of DSP Aggressive Hybrid Fund?
DSP Aggressive Hybrid Fund delivered a 3-year CAGR of 10.77% and a 5-year CAGR of 8.31%. Its 1-year return stands at -0.04%.
How large is DSP Aggressive Hybrid Fund?
DSP Aggressive Hybrid Fund manages assets of Rs 12,068 cr, placing it in the 'stretched' size band relative to Aggressive Hybrid peers.
How is DSP Aggressive Hybrid Fund scored on MFIQ?
DSP Aggressive Hybrid Fund holds an MFIQ Score of 5.1/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is DSP Aggressive Hybrid Fund?
DSP Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 9.90% with a maximum historical drawdown of -44.02%.