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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) ₹11565 Cr ₹6379 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 1.02% 2.34%
6 Month 2.09% 4.63%
1 Year 6.43% 6.11%
3 Year 15.84% 16.28%
5 Year 15.63% 18.79%

SIP Return Analysis

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 1.01% 1.77%
1 Year 7.94% 8.82%
3 Year 14.05% 13.7%
5 Year 13.43% 14.71%

Rolling Lumpsum Returns

Scheme Name DSP Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 14.75% 13.7%
3 Year 14.95% 13.31%
5 Year 14.57% 12.13%

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 1.03% 1.05%
Beta 1.03% 1.09%
Alpha 3.12% 3.07%

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 33.7 32.42
Large Cap 50.24 45.39
Small Cap 8.59 10.32
Mid Cap 7.47 11.86

Sector Allocation

Scheme Name

DSP Aggressive Hybrid Fund- Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 30.62 27.07
Technology 5.2 7.76
Financial Services 30.28 21.89
Healthcare 9.31 4.26
Basic Materials 2.87 5.12
Consumer Cyclical 9.07 7.47
Communication Services 1.22 4.14
Utilities 4.3 1.58
Industrials 0.79 6.73
Consumer Defensive 5.25 5.07
Energy 1.09 6.07
Real Estate - 2.83

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