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DSP Aggressive Hybrid Fund - Direct Plan - Growth is a hybrid scheme managed by DSP Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 15.85%, with the bottom and top quartiles at 14.57% and 17.57% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 0.95% on assets of ₹11,582Cr. The fund is currently managed by Abhishek Singh, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 88% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 8.69% |
| ICICI BANK LIMITED | Financial Services | 5.94% |
| ITC LIMITED | Consumer Defensive | 4.49% |
| CIPLA LIMITED | Healthcare | 3.89% |
| AXIS BANK LIMITED | Financial Services | 3.73% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 3.62% |
| SBI LIFE INSURANCE COMPANY LIMITED | Financial Services | 2.52% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 2.28% |
| INFOSYS LIMITED | Technology | 2.25% |
| EMAMI LIMITED | Consumer Defensive | 1.80% |
| HDFC LIFE INSURANCE COMPANY LIMITED | Financial Services | 1.57% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 1.55% |
| ALKEM LABORATORIES LIMITED | Healthcare | 1.32% |
| BHARTI AIRTEL LIMITED | Communication Services | 1.28% |
| SYNGENE INTERNATIONAL LIMITED | Healthcare | 1.24% |
| PETRONET LNG LIMITED | Energy | 1.19% |
| NTPC LIMITED | Utilities | 1.11% |
| INDUS TOWERS LIMITED | Communication Services | 1.04% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 1.01% |
| IPCA LABORATORIES LIMITED | Healthcare | 0.94% |
| ASIAN PAINTS LIMITED | Basic Materials | 0.90% |
| PRUDENT CORPORATE ADVISORY SERVICES LIMITED | Financial Services | 0.86% |
| GAIL (INDIA) LIMITED | Utilities | 0.84% |
| CENTURY PLYBOARDS INDIA LIMITED | Consumer Cyclical | 0.84% |
| CANARA HSBC LIFE INSURANCE COMPANY LIMITED | Financial Services | 0.79% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 13 | 32.18% |
| Healthcare | 5 | 10.18% |
| Automobile and Auto Components | — | 7.97% |
| Fast Moving Consumer Goods | — | 7.30% |
| Information Technology | — | 2.95% |
| Telecommunication | — | 2.32% |
| Oil, Gas & Consumable Fuels | — | 2.03% |
| Consumer Durables | — | 1.74% |
| Capital Goods | — | 1.23% |
| Chemicals | — | 1.15% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.73% | 3.78% | 15.54% | 27.59% | 55.81% | 85.5% |
| 3Y | 11.91% | 14.57% | 15.85% | 17.57% | 22.18% | 100.0% |
| 5Y | 10.72% | 12.82% | 15.84% | 18.37% | 20.84% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 39.2% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.