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DSP Equity & Bond Fund vs HSBC Aggressive Hybrid Fund compare

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tortoise-icon DSP Aggressive Hybrid Fund- Regular Plan - Growth

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tortoise-icon 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) ₹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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