Can I invest in SIP and Lumpsum in DSP Aggressive Hybrid Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in DSP Aggressive Hybrid Fund - Direct (G). Minimum lumpsum investment DSP Aggressive Hybrid Fund - Direct (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of DSP Aggressive Hybrid Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of DSP Aggressive Hybrid Fund - Direct (G) is DSP Aggressive Hybrid Fund - Direct (G) is ₹375.75 as on 2025-02-03.

Which are the biggest stock holdings of DSP Aggressive Hybrid Fund - Direct (G)?

The 5 biggest stock holdings of DSP Aggressive Hybrid Fund - Direct (G) are: HDFC Bank (7.35%), ICICI Bank (4.59%), Bajaj Finance (4.29%), M & M (3.30%), Cipla (3.02%)

What are the top sectors DSP Aggressive Hybrid Fund - Direct (G) invests in?

A majority of DSP Aggressive Hybrid Fund - Direct (G) 's AUM worth ₹10,306.16 (Cr) is invested in these 3 top sectors: Debt : 31.32% Banks : 17.45% Finance : 9.10%

Mutual Funds
DSP Aggressive Hybrid Fund - Direct (G)

DSP Aggressive Hybrid Fund - Direct (G)

Aggressive Hybrid Fund

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NAV
375.75(0.23%)
Fund Size (CR)
₹10,306.16
Expense Ratio
0.71
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
14.46%

Absolute Return: -2.18%

Annualized Return: 0%

Basic Details

Scheme Manager

Abhishek Singh

Bench Mark

CRISIL Hybrid 35+65 - Aggressive Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	27 January 2025	10256.42	2.56%	-	1.79%	71/210
1 Month	3 January 2025	9706.24	-2.94%	-	-4.11%	76/210
3 Month	31 October 2024	9767.30	-2.33%	-	-3.34%	61/210
6 Month	2 August 2024	10053.67	0.54%	-	-3.76%	4/210
1 Year	2 February 2024	11633.69	16.34%	16.34%	10.75%	6/210
3 Year	3 February 2022	14652.97	46.53%	13.58%	11.90%	59/210
5 Year	3 February 2020	21132.81	111.33%	16.14%	15.15%	63/205
Since Inception	2 January 2013	51204.23	412.04%	14.46%	12.24%	40/210

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	123934.84	3.28%	3.28%
3 Year	2 March 2022	3,60,000	466079.45	29.47%	8.99%
5 Year	3 February 2020	6,10,000	936421.25	53.51%	8.95%
10 Year	2 March 2015	12,00,000	2584910.41	115.41%	7.98%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.12%

Standard Deviation

0.79%

Beta

0.70%

Sharpe Ratio

0.09%

Treynor's Ratio

4.43%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	7.35%	4270582	757.11	Equity	Banks
ICICI Bank	4.59%	3688426	472.73	Equity	Banks
Bajaj Finance	4.29%	647305	441.66	Equity	Finance
M & M	3.30%	1130757	340.03	Equity	Automobile
Cipla	3.02%	2037730	311.57	Equity	Pharmaceuticals
ITC	2.56%	5446718	263.43	Equity	Tobacco Products
SBI Life Insuran	2.48%	1839316	255.74	Equity	Insurance
Axis Bank	2.33%	2256564	240.26	Equity	Banks
Kotak Mah. Bank	2.00%	1152175	205.78	Equity	Banks
Power Fin.Corpn.	1.79%	4110243	184.34	Equity	Finance

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
DSP Aggressive Hybrid Fund - Direct (G)	10306.16	-2.94%	-2.33%	0.54%	16.34%	13.58%
Invesco India Aggressive Hybrid Fund - Direct (G)	598.27	-5.42%	-2.42%	1.19%	19.56%	15.99%
Invesco India Aggressive Hybrid Fund - Direct (IDCW)	598.27	-5.42%	-2.44%	1.17%	19.48%	15.92%
DSP Aggressive Hybrid Fund - Direct (G)	10306.16	-2.94%	-2.33%	0.54%	16.34%	13.58%
DSP Aggressive Hybrid Fund - Direct (IDCW)	10306.16	-2.94%	-2.33%	0.54%	16.33%	13.45%
Mahindra Manulife Aggressive Hybrid Fund-Dir (G)	1522.49	-3.23%	-2.84%	-3.16%	15.80%	15.72%

News

DSP MF announces Income Distribution cum Capital Withdrawal (IDCW) under three schemes
DSP Mutual Fund has announced 06 February 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
DSP India T.I.G.E.R Fund:
Regular Plan ' IDCW: 2.4000
Direct Plan ' IDCW: 4.4000
DSP Global Clean Energy Fund of Fund:
Regular Plan ' IDCW: 0.6000
Direct Plan ' IDCW: 0.7000
DSP Focus Fund:
Regular Plan ' IDCW: 1.8000
Direct Plan ' IDCW: 3.4000
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DSP Mutual Fund announces IDCW & Income Distribution cum Capital Withdrawal (IDCW) under its schemes
DSP Mutual Fund has announced 30 January 2025 as the record date for declaration of IDCW under the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
DSP Nifty Smallcap250 Quality 50 Index Fund - Regular Plan ' IDCW: 0.6000
DSP Nifty 50 Equal Weight Index Fund - Regular Plan ' IDCW: 1.0000
DSP Nifty 50 Equal Weight Index Fund - Direct Plan ' IDCW: 1.1000
DSP Nifty 50 Index Fund - Regular Plan ' IDCW & Direct Plan ' IDCW: 1.0000 each.
DSP Nifty Next 50 Index Fund - Regular Plan ' IDCW & Direct Plan ' IDCW: 1.1000 each.
Nifty Midcap 150 Quality 50 Index Fund - Regular Plan ' IDCW & Direct Plan ' IDCW: 0.7000 each.
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DSP Mutual Fund announces IDCW & Income Distribution cum Capital Withdrawal (IDCW) under its scheme
DSP Mutual Fund has announced 28 January 2025 as the record date for declaration of IDCW under the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
DSP Aggressive Hybrid Fund- Regular Plan ' IDCW & Direct Plan ' IDCW: 0.200 each.
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹10306.16

DSP Aggressive Hybrid Fund - Direct (G) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, DSP Mutual Fund. Launched in 1 January 2013, this fund is managed by Abhishek Singh. With assets under management (AUM) worth ₹10,306.16 (Cr), as of 3 February 2025, DSP Aggressive Hybrid Fund - Direct (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 14.46% since its launch.
The current NAV of DSP Aggressive Hybrid Fund - Direct (G) is ₹375.75, as on 3 February 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in DSP Aggressive Hybrid Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If upto 10% of the units (the limit) purchased/switched in within 12 months from the date of allotment:Nil. Holding period from date of allotment: < 12 months - 1% >=12 months - NIL. The fund has generated 13.58% and 16.14% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 69.20% in Equity, 30.95% in Debt and -0.15% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 31.32% in Debt, 17.45% in Banks, 9.10% in Finance, 5.32% in Pharmaceuticals & Biotech, 4.89% in IT-Software

FAQs

How to Invest in DSP Aggressive Hybrid Fund - Direct (G) Direct Growth?

DSP Aggressive Hybrid Fund - Direct (G) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 14.46% since inception. Looking to invest in DSP Aggressive Hybrid Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in DSP Aggressive Hybrid Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, DSP Aggressive Hybrid Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in DSP Aggressive Hybrid Fund - Direct (G) today and reap the benefits of this Aggressive Hybrid Fund fund!

How much returns has DSP Aggressive Hybrid Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, DSP Aggressive Hybrid Fund - Direct (G) has generated annualised return of 16.34%. In the long-term, the fund has generated 13.58% and 16.14% in 3 and 5 years respectively. Since its inception, the fund has generated 14.46% returns.

What is the expense ratio of DSP Aggressive Hybrid Fund - Direct (G) Direct Growth?

The expense ratio of DSP Aggressive Hybrid Fund - Direct (G) Direct Growth is 0.71%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of DSP Aggressive Hybrid Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of DSP Aggressive Hybrid Fund - Direct (G) is ₹10,306.16 (Cr) as of 2025-02-03 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from DSP Aggressive Hybrid Fund - Direct (G) Direct Growth?

Redeeming or selling units of DSP Aggressive Hybrid Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from DSP Aggressive Hybrid Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case DSP Aggressive Hybrid Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).