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DSP Equity & Bond Fund vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon DSP Aggressive Hybrid Fund- Regular Plan - Growth

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund DSP Aggressive Hybrid Fund- Regular Plan - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11565 Cr ₹3161 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 27 May 1999 12 Aug 2009
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 48% 81%
Expense Ratio 1.72 1.95
Manager Kedar Karnik Dhawal Dalal
ISIN Code INF740K01318 INF754K01202
Exits Load DSP Aggressive Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month 1.46% 2.06%
6 Month 2.85% 6.33%
1 Year 4.71% 6.59%
3 Year 15.88% 16.95%
5 Year 16.84% 19.92%

SIP Return Analysis

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month 0.08% 0.57%
1 Year 5.6% 7.63%
3 Year 13.41% 13.87%
5 Year 13.09% 15.04%

Rolling Lumpsum Returns

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 13.29% 10.04%
3 Year 14.42% 13.02%
5 Year 14.48% 12.03%

Risk Management

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 9.26% 9.66%
Sharp 0.94% 1.01%
Beta 0.99% 1.08%
Alpha 2.57% 3.02%

Fund Managers

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Name Kedar Karnik Dhawal Dalal
Total AUM ₹32997 Cr ₹25974 Cr
Funds Managed 11 12
DSP Aggressive Hybrid Fund- Regular Plan - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Aggressive Hybrid Fund- Regular Plan - Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 33.7 30.22
Large Cap 50.24 48.14
Small Cap 8.59 7.54
Mid Cap 7.47 14.11

Sector Allocation

Scheme Name

DSP Aggressive Hybrid Fund- Regular Plan - Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 30.62 25.1
Technology 5.2 7.77
Financial Services 30.28 23.33
Healthcare 9.31 9
Basic Materials 2.87 5.79
Consumer Cyclical 9.07 8.63
Communication Services 1.22 3.93
Utilities 4.3 2.79
Industrials 0.79 6.48
Consumer Defensive 5.25 4.27
Energy 1.09 2.59
Real Estate - 0.32

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