DSP Equity & Bond Fund vs UTI Aggressive Hybrid Fund compare

Link copied to clipboard!

tortoise-icon DSP Equity & Bond Fund- Regular Plan - Growth

Invest Now

tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

Invest Now

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 5.71% 4.92%
6 Month 19.94% 17.1%
1 Year 30.14% 33.91%
3 Year 13.51% 18.15%
5 Year 18.44% 20.45%

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 17.19% 20.56%
3 Year 40.7% 52.22%
5 Year 58.14% 73.96%

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 0.72% 1.24%
Beta 1.07% 0.98%
Alpha 0.89% 5.52%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

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

Sector Allocation

Scheme Name

DSP Equity & Bond Fund- Regular Plan - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

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

Top Comparisons

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns5.96%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns5.64%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns5.97%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns5.94%

Compare Now

Franklin India Technology Fund-Growth Franklin India Technology Fund-Growth

3Y Returns17.42%

VS

Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan

3Y Returns12.73%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully