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 | 0.68% | 0.55% |
6 Month | 8.37% | 4.72% |
1 Year | 3.29% | 3.84% |
3 Year | 16.23% | 16.63% |
5 Year | 18.98% | 17.06% |
SIP Return Analysis
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.61% | 1.03% |
1 Year | 12.24% | 8.73% |
3 Year | 14.16% | 15.04% |
5 Year | 14.76% | 14.09% |
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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