DSP Aggressive Hybrid Fund- Regular Plan - Growth
(Erstwhile DSP BlackRock Balanced Fund- Regular Plan - Growth)
Fund House: DSP Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 26-05-1999 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index |
| TER: 1.95% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 11,625.05 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 1.39% | Exit Load: NIL upto 10% of investment within 12M, 1% exceding 10% of investment within 12M, NIL after 12M |
353.095
2.77 (0.7859%)
14.03%
Benchmark: 11.91%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The primary investment objective of the Scheme is to seek to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). There is no assurance that the investment objective of the scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.17 |
| Sharpe Ratio | 0.57 |
| Alpha | 5.5 |
| Beta | 0.4 |
| Yield to Maturity | 7.39 |
| Average Maturity | 12.62 |
PEER COMPARISON
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.49%
Others
32.61%
Large Cap
50.67%
Mid Cap
8.23%
