DSP Aggressive Hybrid Fund
Direct · Growth ₹391.27
03 Nov 2026
NAV
14.6%
3Y CAGR
14.1%
5Y CAGR
14.3%
10Y CAGR
14.5%
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.
6.21
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 | ₹12.71 L | 16.1% | -38.9% | 66.7% |
| 3 Years | ₹36.00 L | ₹44.29 L | 14.2% | -10.2% | 29.9% |
| 5 Years | ₹60.00 L | ₹85.09 L | 13.8% | -1.2% | 22.4% |
| 7 Years | ₹84.00 L | ₹1.37 Cr | 14.0% | 4.4% | 19.4% |
| 10 Years | ₹1.20 Cr | ₹2.50 Cr | 14.1% | 11.1% | 16.9% |
| 12 Years | ₹1.44 Cr | ₹3.60 Cr | 14.0% | 11.4% | 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 | 16.1% | 9.3% |
| 3 Years | 14.2% | 14.2% |
| 5 Years | 13.8% | 14.7% |
| 7 Years | 14.0% | 14.0% |
| 10 Years | 14.1% | 14.0% |
| 12 Years | 14.0% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.6% | 13.8% | -16.2% | 65.4% | 0.59 | 2.05 | 83% | — | — |
| 3 Years | 14.6% | 14.5% | -0.4% | 26.8% | 1.75 | 11.90 | 100% | — | — |
| 5 Years | 14.1% | 14.7% | 4.0% | 23.5% | 2.18 | 63.39 | 100% | — | — |
| 10 Years | 14.3% | 14.1% | 11.1% | 16.7% | 6.21 | — | 100% | — | — |
-28.8%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-3.8%
Avg Drawdown
Calmar Ratio by Duration
0.54
1Y
0.51
3Y
0.49
5Y
0.48
7Y
0.50
10Y
0.52
12Y
43
Total Holdings
40.8%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 8.17% |
| 2 | ICICI Bank Limited | 7.43% |
| 3 | ITC Limited | 3.84% |
| 4 | Axis Bank Limited | 3.70% |
| 5 | Mahindra & Mahindra Limited | 3.53% |
| 6 | Kotak Mahindra Bank Limited | 3.23% |
| 7 | NTPC Limited | 3.14% |
| 8 | Cipla Limited | 3.14% |
| 9 | SBI Life Insurance Co Limited | 2.65% |
| 10 | Alkem Laboratories Limited | 1.99% |