DSP Equity & Bond Fund vs HSBC Aggressive Hybrid Fund compare
DSP Aggressive Hybrid Fund- Regular Plan - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹11910 Cr | ₹5663 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 | 1.17% | -0.93% |
| 6 Month | 2.27% | 3.78% |
| 1 Year | 4.66% | -0.08% |
| 3 Year | 15.53% | 14.84% |
| 5 Year | 14.57% | 13.67% |
SIP Return Analysis
| Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.21% | 1.04% |
| 1 Year | 10.09% | 13.62% |
| 3 Year | 14.17% | 13.26% |
| 5 Year | 13.59% | 12.86% |
Rolling Lumpsum Returns
| Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.69% | 10.96% |
| 3 Year | 14.96% | 13.56% |
| 5 Year | 14.59% | 12.97% |
Risk Management
| Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.26% | 12.20% |
| Sharp | 0.92% | 0.70% |
| Beta | 1.00% | 1.22% |
| Alpha | 2.82% | 1.59% |
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 | 31.29 | 28.86 |
| Large Cap | 50.9 | 40.97 |
| Small Cap | 8.48 | 15.05 |
| Mid Cap | 9.33 | 15.12 |
Sector Allocation
| Scheme Name |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 31.25 | 26.22 |
| IT - Software | 5.82 | - |
| Capital Markets | 0.27 | - |
| Pharmaceuticals & Biotechnology | 6.51 | - |
| Banks | 21.32 | - |
| Chemicals & Petrochemicals | 0.77 | - |
| Transport Infrastructure | 0.04 | - |
| Automobiles | 4.52 | - |
| Telecom - Services | 1.26 | - |
| Insurance | 4.36 | - |
| Gas | 2.78 | - |
| Finance | 3.79 | - |
| IT - Services | 0.78 | - |
| Diversified FMCG | 3.04 | - |
| Consumer Durables | 0.77 | - |
| Healthcare Services | 2.24 | - |
| Auto Components | 3.38 | - |
| Personal Products | 1.36 | - |
| Fertilizers & Agrochemicals | 0.56 | - |
| Industrial Products | 0.69 | - |
| Power | 2.7 | - |
| Textiles & Apparels | 0.86 | - |
| Beverages | 0.93 | - |
| Energy | - | 0.59 |
| Industrials | - | 19.71 |
| Technology | - | 6.12 |
| Consumer Defensive | - | 3.86 |
| Financial Services | - | 18.41 |
| Consumer Cyclical | - | 17.49 |
| Healthcare | - | 5.48 |
| Utilities | - | 0.98 |
| Real Estate | - | 0 |
| Communication Services | - | 1.13 |
| Basic Materials | - | 0 |
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