DSP Aggressive Hybrid Fund
Direct · Growth ₹403.04
06 Jul 2026
NAV
14.7%
3Y CAGR
14.2%
5Y CAGR
14.5%
10Y CAGR
14.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.31
Sharpe
-28.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.75 L | 16.5% | -38.9% | 66.7% |
| 3 Years | ₹36.00 L | ₹44.38 L | 14.4% | -10.2% | 29.9% |
| 5 Years | ₹60.00 L | ₹85.40 L | 13.9% | -1.2% | 22.4% |
| 7 Years | ₹84.00 L | ₹1.38 Cr | 14.1% | 4.4% | 19.4% |
| 10 Years | ₹1.20 Cr | ₹2.52 Cr | 14.3% | 11.8% | 16.9% |
| 12 Years | ₹1.44 Cr | ₹3.63 Cr | 14.3% | 12.0% | 16.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 16.5% | 15.1% |
| 3 Years | 14.4% | 14.4% |
| 5 Years | 13.9% | 14.3% |
| 7 Years | 14.1% | 14.1% |
| 10 Years | 14.3% | 14.1% |
| 12 Years | 14.3% | 13.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.0% | 14.1% | -16.2% | 65.4% | 0.62 | 2.21 | 84% | — | — |
| 3 Years | 14.7% | 14.6% | -0.4% | 26.8% | 1.77 | 11.91 | 100% | — | — |
| 5 Years | 14.2% | 14.9% | 4.0% | 23.5% | 2.27 | 63.80 | 100% | — | — |
| 10 Years | 14.5% | 14.1% | 12.5% | 16.7% | 7.31 | — | 100% | — | — |
-28.8%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-3.8%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.51
3Y
0.49
5Y
0.48
7Y
0.50
10Y
0.53
12Y
41
Total Holdings
41.4%
Top 10 Weight
20
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 8.76% |
| 2 | ICICI Bank Limited | 6.03% |
| 3 | ITC Limited | 4.37% |
| 4 | Mahindra & Mahindra Limited | 3.68% |
| 5 | Axis Bank Limited | 3.64% |
| 6 | Cipla Limited | 3.59% |
| 7 | Kotak Mahindra Bank Limited | 3.54% |
| 8 | Infosys Limited | 3.04% |
| 9 | SBI Life Insurance Company Limited | 2.62% |
| 10 | Samvardhana Motherson International Limited | 2.18% |