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) | ₹3960 Cr | ₹11565 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 | 0.9% | 0.58% |
| 6 Month | 5.88% | 2.46% |
| 1 Year | 4.5% | 4.44% |
| 3 Year | 14.89% | 15.64% |
| 5 Year | 18.26% | 15.95% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.23% | 1.64% |
| 1 Year | 12.67% | 8.7% |
| 3 Year | 13.88% | 14.49% |
| 5 Year | 14.5% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.02% | 13.29% |
| 3 Year | 13.01% | 14.42% |
| 5 Year | 13.15% | 14.48% |
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 | 1.04% | 1.02% |
| Beta | 0.12% | 0.15% |
| Alpha | 8.89% | 8.54% |
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 | 32.1 | 33.7 |
| Large Cap | 48.52 | 50.24 |
| Small Cap | 8.13 | 8.59 |
| Mid Cap | 11.25 | 7.47 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 23.22 | 30.62 |
| Communication Services | 3.97 | 1.22 |
| Energy | 3.72 | 1.09 |
| Industrials | 9.5 | 0.79 |
| Technology | 7.11 | 5.2 |
| Financial Services | 23.6 | 30.28 |
| Consumer Cyclical | 9.21 | 9.07 |
| Consumer Defensive | 3.45 | 5.25 |
| Healthcare | 4.91 | 9.31 |
| Basic Materials | 3.25 | 2.87 |
| Real Estate | 3.55 | - |
| Utilities | 4.51 | 4.3 |
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