DSP Equity & Bond Fund vs HSBC Aggressive Hybrid Fund compare

DSP Equity & Bond Fund vs HSBC Aggressive Hybrid Fund compare

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DSP Aggressive Hybrid Fund- Regular Plan - Growth

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HSBC Aggressive Hybrid Fund - Regular Growth

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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	HSBC Aggressive Hybrid Fund - Regular Growth
Fund	DSP Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹11565 Cr	₹5546 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	27 May 1999	07 Feb 2011
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	48%	75%
Expense Ratio	1.72	1.85
Manager	Kedar Karnik	Gautam Bhupal
ISIN Code	INF740K01318	INF917K01LB0
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	HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	0.58%	-0.51%
6 Month	2.46%	11.08%
1 Year	4.44%	3.94%
3 Year	15.64%	15.07%
5 Year	15.95%	14.95%

SIP Return Analysis

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	1.64%	3.74%
1 Year	8.7%	16.73%
3 Year	14.49%	15.21%
5 Year	13.72%	13.95%

Rolling Lumpsum Returns

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	13.29%	11.14%
3 Year	14.42%	13.41%
5 Year	14.48%	12.82%

Risk Management

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	10.24%	12.18%
Sharp	1.02%	0.73%
Beta	0.15%	1.20%
Alpha	8.54%	1.38%

Fund Managers

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Name	Kedar Karnik	Gautam Bhupal
Total AUM	₹32997 Cr	₹25949 Cr
Funds Managed	11	13
	DSP Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth

Market Cap

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	33.7	27.83
Large Cap	50.24	41.53
Small Cap	8.59	13.91
Mid Cap	7.47	16.73

Sector Allocation

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	30.62	25.86
Technology	5.2	5.84
Financial Services	30.28	17
Healthcare	9.31	4.49
Basic Materials	2.87	0.2
Consumer Cyclical	9.07	18.73
Communication Services	1.22	1.06
Utilities	4.3	1.01
Industrials	0.79	21.26
Consumer Defensive	5.25	3.91
Energy	1.09	0.55
Real Estate	-	0.09

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