DSP Aggressive Hybrid Fund vs SBI Aggressive Hybrid Fund
Over the last 3 years, SBI Aggressive Hybrid Fund returned 13.7% a year against 12.0% for DSP Aggressive Hybrid Fund (Direct plans). In falling months, SBI Aggressive Hybrid Fund fell less: 99% of the index's fall, against 111%. They hold 11 stocks in common; the portfolio overlap is 17%. Data as of 12 Nov 2026.
| DSP Aggressive Hybrid Fund | SBI Aggressive Hybrid Fund | |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Fund house | DSP Mutual Fund | SBI Mutual Fund |
| Benchmark | 65% Nifty 50 TRI + 35% bond funds | 65% Nifty 50 TRI + 35% bond funds |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹11,261 cr | ₹85,922 cr |
| Direct plan | ||
| Rating | B | A |
| Expense ratio | 0.79% | 0.77% |
| 1Y return | 0.8% | 5.2% |
| 3Y return (a year) | 12.0% | 13.7% |
| 5Y return (a year) | 9.3% | 10.1% |
| 3Y vs index | +2.5% | +4.2% |
| Rating score, rank | 59 · #11 of 28 | 74 · #4 of 28 |
| Regular plan | ||
| Rating | A | A+ |
| Expense ratio | 1.83% | 1.39% |
| 1Y return | -0.3% | 4.5% |
| 3Y return (a year) | 10.8% | 12.9% |
| 5Y return (a year) | 8.2% | 9.4% |
| 3Y vs index | +1.5% | +3.6% |
| Rating score, rank | 66 · #7 of 28 | 81 · #2 of 28 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | 100% |
| Deepest fall, 3Y | -11.3% | -9.9% |
| Volatility, 3Y | 10.3% | 9.9% |
| Max fall, 5Y | -16.7% | -11.6% |
| Down capture, 3Y | 111 | 99 |
| Stocks held | – | – |
| Top 10 holdings | – | – |
| Large / mid / small caps | – | – |
| Largest sector | – | – |
Common questions
DSP Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund: which is better?
On our track-record ratings (Direct plans), DSP Aggressive Hybrid Fund is rated B and SBI Aggressive Hybrid Fund is rated A, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
DSP Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund: which has done better?
Over the last 3 years, SBI Aggressive Hybrid Fund returned 13.7% a year against 12.0% for DSP Aggressive Hybrid Fund (Direct plans).
How much do DSP Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund overlap?
They hold 11 stocks in common; the portfolio overlap is 17%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Top-rated aggressive hybrid funds this month · All aggressive hybrid funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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