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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) | ₹10137 Cr | ₹5956 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 | 1.89 |
| 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 | 2.99% | 2.88% |
| 6 Month | 2.13% | -1.22% |
| 1 Year | 16.5% | 10.5% |
| 3 Year | 16.23% | 16.99% |
| 5 Year | 19.22% | 22.38% |
SIP Return Analysis
| Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.44% | 1.58% |
| 1 Year | 9.11% | 1.24% |
| 3 Year | 18.63% | 16.79% |
| 5 Year | 16.46% | 17.57% |
Rolling Lumpsum Returns
| Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.42% | 13.82% |
| 3 Year | 14.28% | 12.4% |
| 5 Year | 14.35% | 11.66% |
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 | 0.6% | 0.76% |
| Beta | 1.11% | 1.05% |
| Alpha | 3.37% | 4.53% |
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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 | 31.3 | 34.57 |
| Large Cap | 46.53 | 42.47 |
| Small Cap | 11.1 | 9.75 |
| Mid Cap | 11.08 | 13.21 |
Sector Allocation
| Scheme Name |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 31.21 | 32.58 |
| Technology | 3.74 | 6.73 |
| Financial Services | 31.37 | 22.79 |
| Healthcare | 7.7 | 4.02 |
| Basic Materials | 4.71 | 6.04 |
| Consumer Cyclical | 8.45 | 8.28 |
| Communication Services | 1.45 | 4.5 |
| Utilities | 1.35 | 1.57 |
| Industrials | 2.87 | 4.42 |
| Consumer Defensive | 6.17 | 4.69 |
| Energy | 1 | 3.43 |
| Real Estate | - | 0.94 |
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