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) | ₹5691 Cr | ₹6302 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 | 2% | 1.62% |
6 Month | 10.23% | 9.75% |
1 Year | 2.29% | -0.92% |
3 Year | 15.08% | 15.51% |
5 Year | 17.33% | 19.81% |
SIP Return Analysis
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 1.73% | 1.86% |
1 Year | 8.65% | 6.48% |
3 Year | 15.63% | 14.51% |
5 Year | 14.39% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.43% | 13.42% |
3 Year | 14.36% | 12.7% |
5 Year | 14.44% | 11.82% |
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 | 0.92% | 0.95% |
Beta | 0.12% | 0.13% |
Alpha | 7.91% | 8.31% |
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 | 36.22 | 34.61 |
Large Cap | 47.25 | 43 |
Small Cap | 9.01 | 10.41 |
Mid Cap | 7.52 | 11.98 |
Sector Allocation
Scheme Name |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 33.08 | 30.99 |
Technology | 4.42 | 6.89 |
Financial Services | 28.51 | 23.12 |
Healthcare | 9.5 | 4.94 |
Basic Materials | 2.96 | 4.75 |
Consumer Cyclical | 9.94 | 6.45 |
Communication Services | 1.04 | 4.56 |
Utilities | 3.36 | 1.64 |
Industrials | 0.84 | 5.43 |
Consumer Defensive | 5.46 | 4.54 |
Energy | 0.9 | 4.93 |
Real Estate | - | 1.74 |
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