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) | ₹4134 Cr | ₹12105 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 | -1.4% | -0.48% |
| 6 Month | 1.24% | 0.27% |
| 1 Year | 5.27% | 6.12% |
| 3 Year | 14.79% | 16.09% |
| 5 Year | 15.71% | 13.71% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.59% | 1.48% |
| 1 Year | 10.25% | 7.65% |
| 3 Year | 12.32% | 13.32% |
| 5 Year | 13.61% | 13.28% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.92% | 14.63% |
| 3 Year | 13.53% | 14.97% |
| 5 Year | 13.05% | 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 | 0.94% | 1.01% |
| Beta | 1.05% | 1.05% |
| Alpha | 2.54% | 3.43% |
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 | 32.92 | 33.89 |
| Large Cap | 48.52 | 49.84 |
| Small Cap | 7.86 | 8.5 |
| Mid Cap | 10.69 | 7.77 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 23.5 | 31.18 |
| Communication Services | 4.21 | 1.37 |
| Energy | 3.88 | 1.35 |
| Industrials | 9.31 | 0.74 |
| Technology | 7.09 | 5.57 |
| Financial Services | 23.85 | 29.55 |
| Consumer Cyclical | 9.13 | 8.76 |
| Consumer Defensive | 3.82 | 5.83 |
| Healthcare | 4.78 | 8.8 |
| Basic Materials | 3.12 | 2.66 |
| Real Estate | 3.45 | - |
| Utilities | 3.86 | 4.18 |
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