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) | ₹10137 Cr | ₹5956 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 | 1.75 | 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 | 5.98% | 5.16% |
6 Month | -0.66% | -3.83% |
1 Year | 17.99% | 11.84% |
3 Year | 14.7% | 15.55% |
5 Year | 19.57% | 22.7% |
SIP Return Analysis
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 0.1% | -2.51% |
1 Year | 2.01% | -4.95% |
3 Year | 15.79% | 14.25% |
5 Year | 14.79% | 16.08% |
Rolling Lumpsum Returns
Scheme Name | DSP Aggressive Hybrid Fund- Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.42% | 13.82% |
3 Year | 14.28% | 12.4% |
5 Year | 14.35% | 11.66% |
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 | 0.6% | 0.76% |
Beta | 1.11% | 1.05% |
Alpha | 3.37% | 4.53% |
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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 | 31.3 | 34.57 |
Large Cap | 46.53 | 42.47 |
Small Cap | 11.1 | 9.75 |
Mid Cap | 11.08 | 13.21 |
Sector Allocation
Scheme Name |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 31.21 | 32.58 |
Technology | 3.74 | 6.73 |
Financial Services | 31.37 | 22.79 |
Healthcare | 7.7 | 4.02 |
Basic Materials | 4.71 | 6.04 |
Consumer Cyclical | 8.45 | 8.28 |
Communication Services | 1.45 | 4.5 |
Utilities | 1.35 | 1.57 |
Industrials | 2.87 | 4.42 |
Consumer Defensive | 6.17 | 4.69 |
Energy | 1 | 3.43 |
Real Estate | - | 0.94 |
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