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) | ₹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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