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) | ₹5691 Cr | ₹5513 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 | 2.05% | 3.05% |
6 Month | 11% | 22.58% |
1 Year | 2.83% | 1.79% |
3 Year | 15.87% | 16.07% |
5 Year | 16.97% | 16.01% |
SIP Return Analysis
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 1.73% | 6.5% |
1 Year | 8.65% | 15.62% |
3 Year | 15.63% | 15.86% |
5 Year | 14.39% | 14.21% |
Rolling Lumpsum Returns
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 13.43% | 11.35% |
3 Year | 14.36% | 13.32% |
5 Year | 14.44% | 12.71% |
Risk Management
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 10.24% | 12.27% |
Sharp | 0.92% | 0.65% |
Beta | 0.12% | 1.18% |
Alpha | 7.91% | 2.06% |
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 | 36.22 | 25.91 |
Large Cap | 47.25 | 40.98 |
Small Cap | 9.01 | 12.96 |
Mid Cap | 7.52 | 20.16 |
Sector Allocation
Scheme Name |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 33.08 | 24.87 |
Technology | 4.42 | 6.35 |
Financial Services | 28.51 | 20.12 |
Healthcare | 9.5 | 3.78 |
Basic Materials | 2.96 | 0.19 |
Consumer Cyclical | 9.94 | 17.4 |
Communication Services | 1.04 | 1.08 |
Utilities | 3.36 | 2.31 |
Industrials | 0.84 | 20.28 |
Consumer Defensive | 5.46 | 3.25 |
Energy | 0.9 | 0.15 |
Real Estate | - | 0.23 |
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