ReviewDirect · Growth
DSP Aggressive Hybrid Fund
DSP Mutual FundHybrid Scheme - Aggressive Hybrid Fund13.7 years
- NAV
- 385.613
- 15 Sept 2026
- 1Y
- -4.7%
- Trailing CAGR
- AUM
- ₹11,909.12 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-4.7%
- 3Y+9.0%
- 5Y+8.3%
- 10Y+11.7%
- SI+12.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.5%
- 3Y+3.0%
- 5Y+8.4%
- 10Y+11.6%
- Since inception
- +12.9%
- Calendar-day CAGR
- Excess 1Y
- -8.2%
- Category median, same plan and option
- 3Y win rate
- +75%
- Windows beating the median
- 3Y percentile
- 17
- Vs comparable share classes
- Worst rolling 3Y
- -0.4%
- 2640 daily-ending windows
- Median rolling 3Y
- +14.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2145 daily-ending windows
- SIP 3Y XIRR
- +3.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 15 days
- 163 recovered episodes
- Longest recovery
- 346 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
19 Feb 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-28.8%
18 Oct 2021 – 29 May 2023
Trough 17 Jun 2022 · recovered in 346 days
-17.3%
7 Jan 2013 – 25 Mar 2014
Trough 28 Aug 2013 · recovered in 209 days
-16.1%
7 Aug 2015 – 30 Jun 2016
Trough 25 Feb 2016 · recovered in 126 days
-15.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
17
Vs category
0
Consistency
70
Risk-adjusted
58
Drawdown
28
Mean
34
Portfolio
31 Aug 2026 · 88 holdings · top 10 are 44.3%.
- Top 5
- 27.5%
- Top 10
- 44.3%
- Largest holding
- 7.9%
- Effective holdings
- 34.3
HDFC Bank Ltd
Financial
7.9%
ICICI Bank Ltd
Financial
7.9%
Reverse Repo
Unspecified
4.2%
GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100
Entities
4.1%
Mahindra & Mahindra Ltd
Consumer Discretionary
3.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- The fund beat the category median in 75% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -0.8%
- 3Y
- +9.4%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.74
- 3Y win
- +80%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Quant Aggressive Hybrid Fund
quant Mutual Fund
- 1Y
- +10.1%
- 3Y
- +12.4%
- Vol
- 13.0%
- Max DD
- -28.7%
- Sharpe
- 0.85
- 3Y win
- +80%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Union Aggressive Hybrid Fund
Union Mutual Fund
- 1Y
- +1.6%
- 3Y
- +9.7%
- Vol
- 10.6%
- Max DD
- -15.1%
- Sharpe
- 0.67
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual Fund
- 1Y
- +1.3%
- 3Y
- +12.3%
- Vol
- 12.5%
- Max DD
- -28.6%
- Sharpe
- 0.69
- 3Y win
- +71%
- Shallower drawdown
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
LIC MF Aggressive Hybrid Fund
LIC Mutual Fund
- 1Y
- +1.3%
- 3Y
- +10.3%
- Vol
- 12.2%
- Max DD
- -28.2%
- Sharpe
- 0.45
- 3Y win
- +19%
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility · Higher TER