DSP Equity & Bond Fund vs Edelweiss Aggressive Hybrid Fund compare
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5691 Cr | ₹2994 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 | 2% | 2.08% |
6 Month | 10.23% | 11.82% |
1 Year | 2.29% | 1.72% |
3 Year | 15.08% | 16.67% |
5 Year | 17.33% | 19.82% |
SIP Return Analysis
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.73% | 3.06% |
1 Year | 8.65% | 10.33% |
3 Year | 15.63% | 15.89% |
5 Year | 14.39% | 16.29% |
Rolling Lumpsum Returns
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.43% | 10.16% |
3 Year | 14.36% | 12.85% |
5 Year | 14.44% | 11.99% |
Risk Management
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.24% | 9.86% |
Sharp | 0.92% | 0.94% |
Beta | 0.12% | 1.07% |
Alpha | 7.91% | 3.98% |
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 | 36.22 | 30.94 |
Large Cap | 47.25 | 46.09 |
Small Cap | 9.01 | 7.62 |
Mid Cap | 7.52 | 15.34 |
Sector Allocation
Scheme Name |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.08 | 25.9 |
Technology | 4.42 | 8.59 |
Financial Services | 28.51 | 22.19 |
Healthcare | 9.5 | 8.55 |
Basic Materials | 2.96 | 5.51 |
Consumer Cyclical | 9.94 | 6.8 |
Communication Services | 1.04 | 4.07 |
Utilities | 3.36 | 2.44 |
Industrials | 0.84 | 8.1 |
Consumer Defensive | 5.46 | 4.76 |
Energy | 0.9 | 2.78 |
Real Estate | - | 0.32 |
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