DSP Equity & Bond Fund vs UTI Aggressive Hybrid Fund compare

DSP Equity & Bond Fund vs UTI Aggressive Hybrid Fund compare

Link copied to clipboard!

DSP Aggressive Hybrid Fund- Regular Plan - Growth

Invest Now

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Invest Now

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)	₹11436 Cr	₹6422 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	-1.16%	-1.5%
6 Month	8.35%	7.33%
1 Year	4.7%	0.74%
3 Year	15.95%	16.49%
5 Year	16.85%	19.42%

SIP Return Analysis

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	0.63%	1.01%
1 Year	5.5%	3.65%
3 Year	15.73%	14.87%
5 Year	14.66%	15.92%

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	1.1%	1.15%
Beta	0.1%	0.13%
Alpha	9.27%	9.74%

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

Top Comparisons

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

DSP Large Cap Fund - Regular Plan - Growth

3Y Returns17.86%

Compare Now

FRANKLIN INDIA MONEY MARKET FUND-GROWTH

3Y Returns7.41%

VS

Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns7.5%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

Compare Now

Franklin Asian Equity Fund - Growth Plan

3Y Returns8.33%

VS

ICICI Prudential US Bluechip Equity Fund - Growth

3Y Returns15.07%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully