DSP Equity & Bond Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon DSP Aggressive Hybrid Fund- Regular Plan - Growth

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹10327 Cr ₹6111 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 May 1999 25 Mar 2000
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive Index
Turn Over 48% 27%
Expense Ratio 1.75 1.87
Manager Kedar Karnik V Srivatsa
ISIN Code INF740K01318 INF789F01323
Exits Load 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 UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month -2.16% -2.78%
6 Month 0.09% -1.69%
1 Year 15.07% 14.94%
3 Year 11.89% 14.93%
5 Year 14.94% 17.42%

SIP Return Analysis

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 10.13% 6.88%
3 Year 17.33% 18.26%
5 Year 16.36% 19.23%

Rolling Lumpsum Returns

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 13.19% 13.58%
3 Year 14.37% 12.27%
5 Year 14.27% 11.6%

Risk Management

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 10.24% 9.01%
Sharp 0.53% 0.93%
Beta 1.11% 1.03%
Alpha 2.54% 6.04%

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Fund Managers

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Kedar Karnik V Srivatsa
Total AUM ₹32997 Cr ₹7921 Cr
Fund Manage 11 3
DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

DSP Aggressive Hybrid Fund- Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 31.47 29.8
Large Cap 42.46 42.79
Small Cap 12.14 10.58
Mid Cap 13.93 16.79

Sector Allocation

Scheme Name

DSP Aggressive Hybrid Fund- Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 31.47 29.8
IT - Software 4.89 7.85
Capital Markets 1.21 1.46
Finance 9.1 2.4
Diversified FMCG 3.28 3.39
Pharmaceuticals & Biotechnology 5.32 4.59
Banks 17.45 17.36
Chemicals & Petrochemicals 1.64 0.67
Automobiles 3.73 2.82
Telecom - Services 1.33 3.66
Insurance 2.63 2.82
Retailing 1.13 -
Industrial Products 2.77 0.23
Diversified 0.39 -
Consumer Durables 1.51 0.72
Electrical Equipment 1.15 -
Auto Components 3.29 0.84
Personal Products 1.61 0.48
Fertilizers & Agrochemicals 0.81 0.62
Cement & Cement Products 0.75 1.21
Textiles & Apparels 1.81 2.42
Beverages 1.6 -
Healthcare Services 1.13 0.68
Petroleum Products - 2.59
Transport Services - 2.44
Construction - 2.15
Gas - 1.05
Diversified Metals - 1.81
Realty - 0.96
Ferrous Metals - 0.6
Other Consumer Services - 0.66
Entertainment - 0.6
Power - 1.08
Paper, Forest & Jute Products - 0.59
Leisure Services - 1.41

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