DSP Equity & Bond Fund vs UTI Aggressive Hybrid Fund compare
DSP Aggressive Hybrid Fund- Regular Plan - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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) | ₹11104 Cr | ₹6468 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 | 1.72 | 1.89 |
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 | 1.32% | 1.69% |
6 Month | 7.89% | 6.41% |
1 Year | 8.29% | 4.18% |
3 Year | 19.03% | 19.29% |
5 Year | 18.23% | 21.13% |
SIP Return Analysis
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 5.18% | 5.89% |
1 Year | 10.15% | 8.5% |
3 Year | 17.5% | 17.06% |
5 Year | 15.67% | 17.23% |
Rolling Lumpsum Returns
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.57% | 13.56% |
3 Year | 14.3% | 12.62% |
5 Year | 14.39% | 11.76% |
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 | 1.34% | 1.4% |
Beta | 1.05% | 1.05% |
Alpha | 3.95% | 3.93% |
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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 |
Funds Managed | 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 | 35.51 | 32.8 |
Large Cap | 47.72 | 43.77 |
Small Cap | 8.64 | 10.93 |
Mid Cap | 8.14 | 12.5 |
Sector Allocation
Scheme Name |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.09 | 30.22 |
Technology | 5.12 | 6.99 |
Financial Services | 29.9 | 23.28 |
Healthcare | 8.27 | 4.59 |
Basic Materials | 3.03 | 5.01 |
Consumer Cyclical | 10.46 | 7.09 |
Communication Services | 1.21 | 5.1 |
Utilities | 2.68 | 1.68 |
Industrials | 0.9 | 5.28 |
Consumer Defensive | 5.4 | 4.5 |
Energy | 0.94 | 5.48 |
Real Estate | - | 0.77 |
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