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) | ₹11333 Cr | ₹6302 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 | 0.2% | 0.48% |
6 Month | 5.35% | 6.32% |
1 Year | 2.73% | 0.43% |
3 Year | 16.72% | 17.21% |
5 Year | 17.18% | 19.91% |
SIP Return Analysis
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 0.58% | 0.96% |
1 Year | 8.13% | 7.42% |
3 Year | 14.71% | 13.97% |
5 Year | 13.82% | 14.99% |
Rolling Lumpsum Returns
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.29% | 13.28% |
3 Year | 14.42% | 12.78% |
5 Year | 14.48% | 11.88% |
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 | 1.02% | 1.06% |
Beta | 0.15% | 0.17% |
Alpha | 8.54% | 8.99% |
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 | 35.93 | 34.61 |
Large Cap | 47.9 | 43.3 |
Small Cap | 8.81 | 10.33 |
Mid Cap | 7.36 | 11.75 |
Sector Allocation
Scheme Name |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.79 | 30.14 |
Technology | 5.04 | 7.37 |
Financial Services | 29 | 22.17 |
Healthcare | 9.36 | 4.83 |
Basic Materials | 2.87 | 4.84 |
Consumer Cyclical | 8.88 | 7.27 |
Communication Services | 1.23 | 4.39 |
Utilities | 4.18 | 1.58 |
Industrials | 0.82 | 5.24 |
Consumer Defensive | 4.97 | 4.84 |
Energy | 0.85 | 4.66 |
Real Estate | - | 2.67 |
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