DSP Equity & Bond Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon DSP Equity & Bond 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 Equity & Bond Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund DSP Equity & Bond 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) ₹9698 Cr ₹5852 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 26 May 1999 20 Mar 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 48% 27%
Expense Ratio 1.77 1.9
Manager Kedar Karnik V Srivatsa
ISIN Code INF740K01318 INF789F01323
Exits Load Exit load of 1% if redeemed within 12 months/365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Trailing Lumpsum Returns

Scheme Name DSP Equity & Bond Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month -2.96% -3.84%
6 Month 14.43% 11.62%
1 Year 32.11% 33.47%
3 Year 13% 16.12%
5 Year 16.24% 19.2%

SIP Return Analysis

Scheme Name DSP Equity & Bond Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 12.47% 14.27%
3 Year 28.55% 35.19%
5 Year 52.52% 67.97%

Rolling Lumpsum Returns

Scheme Name DSP Equity & Bond Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 13.22% 13.44%
3 Year 14.39% 12.24%
5 Year 14.27% 11.57%

Risk Management

Scheme Name DSP Equity & Bond Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 10.24% 9.01%
Sharp 0.7% 1.12%
Beta 0.27% 0.2%
Alpha 4.62% 8.55%

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Fund Managers

Scheme Name DSP Equity & Bond Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Kedar Karnik V Srivatsa
Total AUM ₹32997 Cr ₹7921 Cr
Fund Manage 11 3
DSP Equity & Bond Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

DSP Equity & Bond Fund- Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 28.72 31.49
Large Cap 42.72 42.71
Small Cap 12.19 9.04
Mid Cap 16.37 16.75

Sector Allocation

Scheme Name

DSP Equity & Bond Fund- Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 2.9 2.96
Sovereign 10.05 16.5
Construction 0.02 4.06
Technology 4.82 5.79
Financial 41.88 31.85
Consumer Staples 6.14 4.83
Healthcare 5.75 5.24
Chemicals 2.65 1.37
Automobile 8.22 5.86
Communication 2.64 2.94
Insurance 2.46 0.45
Services 1.67 3.35
Metals & Mining 2.22 2.71
Capital Goods 3.04 0.46
Consumer Discretionary 0.29 0.71
Materials 2.58 0.62
Diversified 1.49 -
Textiles 1.18 1.9
Energy - 8.39

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