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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) ₹11104 Cr ₹6254 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 1.1% 2.31%
6 Month 3.8% 2.3%
1 Year 9.51% 6.91%
3 Year 20.12% 20.26%
5 Year 18.51% 21.72%

SIP Return Analysis

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 6.6% 7.07%
1 Year 11.99% 9.65%
3 Year 18.71% 18.22%
5 Year 16.39% 18.01%

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 1.05% 1.15%
Beta 1.09% 1.05%
Alpha 3.4% 3.88%

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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 33.63 31.3
Large Cap 48.35 44.79
Small Cap 9.22 10.46
Mid Cap 8.8 13.35

Sector Allocation

Scheme Name

DSP Aggressive Hybrid Fund- Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 33.58 31.3
IT - Software 3.64 6.07
Capital Markets 0.27 1.35
Pharmaceuticals & Biotechnology 6.44 3.99
Banks 21.34 17.16
Chemicals & Petrochemicals 1.4 0.72
Transport Infrastructure 0.05 -
Automobiles 5.59 3.93
Telecom - Services 1.65 4.27
Insurance 4.35 1.91
Gas 2.51 -
Finance 4.68 2.7
IT - Services 0.88 -
Diversified FMCG 2.83 3.02
Retailing 0.52 0.24
Consumer Durables 0.78 0.65
Auto Components 3.2 0.66
Personal Products 1.43 1.25
Fertilizers & Agrochemicals 0.62 0.81
Industrial Products 0.68 0.28
Textiles & Apparels 1 1.53
Beverages 1.27 -
Healthcare Services 1.29 -
Petroleum Products - 2.98
Cement & Cement Products - 0.33
Transport Services - 2.69
Construction - 1.77
Diversified Metals - 1.93
Realty - 1.28
Oil - 2.28
Other Consumer Services - 0.65
Minerals & Mining - 0.71
Entertainment - 0.44
Power - 1.72
Paper, Forest & Jute Products - 0.66
Leisure Services - 0.62

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