DSP Aggressive Hybrid Fund
Direct · Growth ₹397.64
18 Aug 2026
NAV
14.7%
3Y CAGR
14.2%
5Y CAGR
14.4%
10Y CAGR
14.6%
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.
7.16
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.
0.66%
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 | ₹12.74 L | 16.4% | -38.9% | 66.7% |
| 3 Years | ₹36.00 L | ₹44.35 L | 14.4% | -10.2% | 29.9% |
| 5 Years | ₹60.00 L | ₹85.35 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 | ₹3.62 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 | 16.4% | 15.1% |
| 3 Years | 14.4% | 14.3% |
| 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 | 15.9% | 14.0% | -16.2% | 65.4% | 0.61 | 2.20 | 84% | — | — |
| 3 Years | 14.7% | 14.6% | -0.4% | 26.8% | 1.78 | 11.92 | 100% | — | — |
| 5 Years | 14.2% | 14.8% | 4.0% | 23.5% | 2.26 | 63.73 | 100% | — | — |
| 10 Years | 14.4% | 14.1% | 12.2% | 16.7% | 7.16 | — | 100% | — | — |
-28.8%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-3.8%
Avg Drawdown
Calmar Ratio by Duration
0.55
1Y
0.51
3Y
0.49
5Y
0.48
7Y
0.50
10Y
0.53
12Y
42
Total Holdings
40.7%
Top 10 Weight
21
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 7.86% |
| 2 | HDFC Bank Limited | 7.86% |
| 3 | Mahindra & Mahindra Limited | 3.78% |
| 4 | Axis Bank Limited | 3.77% |
| 5 | ITC Limited | 3.59% |
| 6 | Cipla Limited | 3.17% |
| 7 | Kotak Mahindra Bank Limited | 3.12% |
| 8 | NTPC Limited | 2.81% |
| 9 | SBI Life Insurance Co Limited | 2.62% |
| 10 | Infosys Limited | 2.12% |