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) | ₹12105 Cr | ₹3413 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 | 0.48% | 0.2% |
| 6 Month | 1.76% | 2.83% |
| 1 Year | 6.95% | 6.67% |
| 3 Year | 16.4% | 16.99% |
| 5 Year | 14.32% | 17.11% |
SIP Return Analysis
| Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.48% | 0.25% |
| 1 Year | 6.39% | 7.72% |
| 3 Year | 13.35% | 13.49% |
| 5 Year | 13.28% | 14.91% |
Rolling Lumpsum Returns
| Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.63% | 9.86% |
| 3 Year | 14.97% | 13.4% |
| 5 Year | 14.57% | 12.1% |
Risk Management
| Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.24% | 9.65% |
| Sharp | 1.01% | 0.94% |
| Beta | 1.05% | 1.08% |
| Alpha | 3.43% | 2.94% |
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 | 33.89 | 29.1 |
| Large Cap | 49.84 | 47.01 |
| Small Cap | 8.5 | 9.12 |
| Mid Cap | 7.77 | 14.77 |
Sector Allocation
| Scheme Name |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.18 | 23.18 |
| Technology | 5.57 | 6.27 |
| Financial Services | 29.55 | 25.18 |
| Healthcare | 8.8 | 7.69 |
| Basic Materials | 2.66 | 5.6 |
| Consumer Cyclical | 8.76 | 10.44 |
| Communication Services | 1.37 | 4.59 |
| Utilities | 4.18 | 2.75 |
| Industrials | 0.74 | 5.69 |
| Consumer Defensive | 5.83 | 3.57 |
| Energy | 1.35 | 4.15 |
| Real Estate | - | 0.89 |
Top Comparisons
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.58%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.73%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns17.71%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns22.58%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.16%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns7.78%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.9%
Bandhan Medium Duration Fund - Regular Plan - Growth
3Y Returns6.77%