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 | ₹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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