How to check the XIRR of DSP Aggressive Hybrid Fund - Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of DSP Aggressive Hybrid Fund - Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for DSP Aggressive Hybrid Fund - Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare DSP Aggressive Hybrid Fund - Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP Aggressive Hybrid Fund - Direct Plan - Growth

DSP Mutual Fund

Expense Ratio: 0.65

Risk: Very High

Hybrid Scheme - Aggressive Hybrid Fund

Plan: Direct

Benchmark: CRISIL Hybrid 35+65 - Aggressive Index

Inception: 03-05-1999

Exit Load: Nil

Fund Size:₹12,142.76 Cr

Performance

Fund-1.74%

Cat. Avg.2.34%

Fund3.80%

Cat. Avg.4.03%

Fund12.31%

Cat. Avg.13.11%

Fund10.50%

Cat. Avg.12.18%

10Y

Fund12.84%

Cat. Avg.12.65%

Fund13.34%

Cat. Avg.13.07%

Fund Facts

Beta

Std Dev

9.26%

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	HDFC Bank Limited	DEBT	CD		CRISIL A1	7.30%	991.55	9.11%
2	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		656.26	6.03%
3	6.90% GOI 2065	DEBT	G-Sec		Sovereign	7.80%	576.21	5.29%
4	ITC Limited	Equity	Listed	Large Cap	Diversified FMCG		475.32	4.37%
5	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles		400.02	3.68%
6	Axis Bank Limited	Equity	Listed	Large Cap	Banks		395.95	3.64%
7	Cipla Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology		390.63	3.59%
8	Kotak Mahindra Bank Limited	Equity	Listed		Banks		385.38	3.54%
9	Infosys Limited	Equity	Listed	Large Cap	IT - Software		330.42	3.04%
10	TREPS / Reverse Repo Investments	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo		309.08	2.84%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	60286	+0.5%	+1.0%
2Y	07 Aug, 24	1.20 L.	1.23 L.	+2.2%	+2.2%
3Y	07 Aug, 23	1.80 L.	1.98 L.	+10.2%	+6.7%
5Y	09 Aug, 21	3 L.	3.89 L.	+29.6%	+10.5%
10Y	08 Aug, 16	6 L.	11.51 L.	+91.8%	+12.6%
SI	07 Jan, 13	8.15 L.	21.35 L.	+161.9%	+13.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	98255	-1.7%	-1.7%
2Y	15 Jul, 24	1 L.	1.08 L.	+7.7%	+3.8%
3Y	17 Jul, 23	1 L.	1.41 L.	+41.1%	+12.2%
5Y	15 Jul, 21	1 L.	1.65 L.	+64.8%	+10.5%
10Y	15 Jul, 16	1 L.	3.35 L.	+234.6%	+12.8%
SI	02 Jan, 13	1 L.	5.45 L.	+445.0%	+13.4%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.