DSP Equity & Bond Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4081 Cr | ₹11910 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 08 Jun 2005 | 27 May 1999 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 40% | 48% |
| Expense Ratio | 1.97 | 1.72 |
| Manager | Sushil Budhia | Kedar Karnik |
| ISIN Code | INF204K01FW1 | INF740K01318 |
| Exits Load | Nippon India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.86% | 0.37% |
| 6 Month | 4.71% | 1.58% |
| 1 Year | 8.59% | 7.61% |
| 3 Year | 15.18% | 16.05% |
| 5 Year | 17.51% | 15.3% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.38% | 1.07% |
| 1 Year | 12.45% | 8.5% |
| 3 Year | 13.64% | 14.26% |
| 5 Year | 14.25% | 13.57% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.14% | 14.75% |
| 3 Year | 13.44% | 14.95% |
| 5 Year | 13.02% | 14.57% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.02% | 10.24% |
| Sharp | 1% | 1.03% |
| Beta | 1.04% | 1.03% |
| Alpha | 2.54% | 3.12% |
Fund Managers
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Sushil Budhia | Kedar Karnik |
| Total AUM | ₹29447 Cr | ₹32997 Cr |
| Funds Managed | 11 | 11 |
| Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 32.62 | 34.87 |
| Large Cap | 48.56 | 49.27 |
| Small Cap | 8.09 | 8.32 |
| Mid Cap | 10.72 | 7.55 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 23.84 | 31.61 |
| Communication Services | 4.2 | 1.26 |
| Energy | 3.79 | 1.28 |
| Industrials | 9.23 | 0.78 |
| Technology | 7.06 | 5.82 |
| Financial Services | 23.41 | 29.74 |
| Consumer Cyclical | 9.08 | 8.47 |
| Consumer Defensive | 3.87 | 5.32 |
| Healthcare | 4.72 | 8.74 |
| Basic Materials | 3.25 | 2.78 |
| Real Estate | 3.46 | - |
| Utilities | 4.08 | 4.2 |
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