Aeterna Wealth
Aggressive Hybrid · Direct plan · Growth

DSP Aggressive Hybrid Fund (Direct)

DSP Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 13.8 years old · AMFI code 119019

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

B
Track-record rating: 11 of 28 in Aggressive Hybrid

B (middle of the peer group), score 58.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.2%3.9%-0.7%18 / 28
1 year-0.0%1.2%-1.2%22 / 28
3 years (a year)11.6%9.2%+2.4%12 / 28
5 years (a year)9.0%7.6%+1.4%14 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y10.3%
Max fall, 5Y-16.7%
Up capture, 3Y117
Down capture, 3Y111
Information ratio, 3Y0.58
Jensen's alpha, 3Y+2.3%
Beta, 3Y1.07
Sharpe, 3Y0.48

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of DSP Aggressive Hybrid Fund (Direct plan)?

₹406.68 on 6 Nov 2026 (Growth option).

What is the expense ratio of DSP Aggressive Hybrid Fund (Direct)?

0.79% a year; the Regular plan's is 1.83%.

What return has DSP Aggressive Hybrid Fund given over 3 years?

11.6% a year (Direct plan) over the 3 years to 6 Nov 2026, against 9.2% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is DSP Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is DSP Aggressive Hybrid Fund rated?

B: 11 of 28 Direct plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from DSP Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.