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 | 0.58% | 1.17% |
| 6 Month | 4.35% | 2.27% |
| 1 Year | 3.85% | 4.66% |
| 3 Year | 14.42% | 15.53% |
| 5 Year | 16.62% | 14.57% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.7% | 2.21% |
| 1 Year | 13.08% | 10.09% |
| 3 Year | 13.26% | 14.17% |
| 5 Year | 14.04% | 13.59% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11% | 14.69% |
| 3 Year | 13.49% | 14.96% |
| 5 Year | 13.04% | 14.59% |
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 | 32.62 | 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 |
Top Comparisons
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.3%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.57%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.62%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns12.11%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.3%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.3%