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) | ₹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 | 0.55% | 0.4% |
6 Month | 4.72% | 15.56% |
1 Year | 3.84% | 3.66% |
3 Year | 16.63% | 16.55% |
5 Year | 17.06% | 16.07% |
SIP Return Analysis
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 1.03% | 4.73% |
1 Year | 8.73% | 18.07% |
3 Year | 15.04% | 16.09% |
5 Year | 14.09% | 14.5% |
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% | 1.21% |
Alpha | 8.54% | 1.47% |
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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