DSP Equity & Bond Fund vs UTI Aggressive Hybrid Fund compare

DSP Equity & Bond Fund vs UTI Aggressive Hybrid Fund compare

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DSP Aggressive Hybrid Fund- Regular Plan - Growth

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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)	₹12105 Cr	₹6718 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	-1.61%	-0.64%
6 Month	-0.42%	1.61%
1 Year	7.42%	8.16%
3 Year	15.88%	16.24%
5 Year	12.63%	15.62%

SIP Return Analysis

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	0.33%	1.93%
1 Year	4.81%	8.87%
3 Year	11.91%	12.49%
5 Year	12.37%	13.97%

Rolling Lumpsum Returns

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	14.6%	13.57%
3 Year	15%	13.39%
5 Year	14.57%	12.21%

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	1.09%	1.13%
Beta	1.05%	1.1%
Alpha	3.49%	3.7%

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	33.89	32.56
Large Cap	49.84	45.25
Small Cap	8.5	10.35
Mid Cap	7.77	11.84

Sector Allocation

Scheme Name	DSP Aggressive Hybrid Fund- Regular Plan - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	31.18	27.04
Technology	5.57	8.04
Financial Services	29.55	21.59
Healthcare	8.8	4.25
Basic Materials	2.66	4.97
Consumer Cyclical	8.76	7.64
Communication Services	1.37	4.33
Utilities	4.18	1.46
Industrials	0.74	6.73
Consumer Defensive	5.83	5.07
Energy	1.35	6.16
Real Estate	-	2.71

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