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DSP Aggressive Hybrid Fund Direct-Growth

Hybrid: Aggressive Hybrid - Growth (Open ended)

DSP Aggressive Hybrid Fund Direct-GrowthNAV: 399.08 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Hybrid: Aggressive HybridBenchmark: CRISIL Hybrid 35+65 Aggressive Index

NAV: ₹399.08-0.22%

16 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of DSP Aggressive Hybrid Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	07 Jan, 2014 - 16 Jul, 2026	22 Jan, 2016 - 16 Jul, 2026	30 Jan, 2018 - 16 Jul, 2026	12 Feb, 2020 - 16 Jul, 2026
Average returns	16.45%	14.98%	14.46%	14.16%
Standard deviation	15.62%	4.72%	3.41%	1.56%
Best returns	62.08% 1 year ending on 25 Mar, 2021	28.15% 3 years ending on 22 Sep, 2016	24.24% 5 years ending on 17 Apr, 2025	18.00% 7 years ending on 12 Mar, 2021
Worst returns	-15.97% 1 year ending on 23 Mar, 2020	0.11% 3 years ending on 23 Mar, 2020	4.00% 5 years ending on 23 Mar, 2020	9.25% 7 years ending on 23 Mar, 2020
Period with positive return	84.88%	100.00%	100.00%	100.00%
Period with return > 5%	74.18%	96.98%	99.71%	100.00%
Period with return > 10%	59.36%	87.65%	91.36%	99.87%
Period with return > 15%	47.81%	49.38%	51.34%	27.97%
Beat % Category	60.43%	75.35%	90.26%	95.20%
Beat % Benchmark	56.47%	57.35%	62.72%	61.43%

Trailing Returns

Point-to-point returns of DSP Aggressive Hybrid Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

-3.1%

0.0%

-7.2%

YTD

0.9%

1.6%

0.7%

1 M

-1.7%

1.3%

-5.7%

6 M

-2.0%

2.0%

-3.4%

1 Y

12.2%

12.6%

8.2%

3 Y

10.4%

11.7%

9.9%

5 Y

12.8%

12.5%

12.3%

10 Y

Fund

Hybrid: Aggressive Hybrid

CRISIL Hybrid 35+65 Aggressive Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-3.11%	0.89%	-1.66%	-2.01%	12.20%	10.44%	12.80%	13.32%
Hybrid: Aggressive Hybrid	0.04%	1.59%	1.28%	1.99%	12.56%	11.68%	12.46%	-
CRISIL Hybrid 35+65 Aggressive Index	-7.23%	0.66%	-5.72%	-3.42%	8.17%	9.90%	12.27%	-
Rank in category	38	42	35	36	22	26	11	-
Funds in category	41	43	41	41	39	39	24	-

Period Returns

Calendar-year, quarterly and monthly return history of DSP Aggressive Hybrid Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of DSP Aggressive Hybrid Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of DSP Aggressive Hybrid Fund Direct-Growth?

DSP Aggressive Hybrid Fund Direct-Growth has delivered a 1-year return of -2.01% as of 16 Jul 2026. During the same period, its benchmark CRISIL Hybrid 35+65 Aggressive Index returned -3.42%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of DSP Aggressive Hybrid Fund Direct-Growth?

DSP Aggressive Hybrid Fund Direct-Growth has delivered a 3-year CAGR of 12.20% as of 16 Jul 2026. Its benchmark CRISIL Hybrid 35+65 Aggressive Index returned 8.17% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.

What are the 5-year returns of DSP Aggressive Hybrid Fund Direct-Growth?

DSP Aggressive Hybrid Fund Direct-Growth has delivered a 5-year CAGR of 10.44% as of 16 Jul 2026. Its benchmark CRISIL Hybrid 35+65 Aggressive Index returned 9.90% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.

What are the returns of DSP Aggressive Hybrid Fund Direct-Growth since inception?

Since its launch on 31 Dec 2012, DSP Aggressive Hybrid Fund Direct-Growth has delivered a CAGR of 13.32%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has DSP Aggressive Hybrid Fund Direct-Growth performed vs its category over the long term?

Over the long term, DSP Aggressive Hybrid Fund Direct-Growth has ranked 22 out of 39 funds in the Hybrid: Aggressive Hybrid category on a 3-year basis, and 26 out of 39 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.

What is the Sharpe ratio of DSP Aggressive Hybrid Fund Direct-Growth?

The Sharpe ratio of DSP Aggressive Hybrid Fund Direct-Growth is 0.61 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.

What is the alpha of DSP Aggressive Hybrid Fund Direct-Growth?

The alpha of DSP Aggressive Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of DSP Aggressive Hybrid Fund Direct-Growth?

The beta of DSP Aggressive Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of DSP Aggressive Hybrid Fund Direct-Growth?

The average 1-year and 3-year rolling returns of DSP Aggressive Hybrid Fund Direct-Growth is 16.45% and 14.98% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

07 Jan, 2014 - 16 Jul, 2026

22 Jan, 2016 - 16 Jul, 2026

30 Jan, 2018 - 16 Jul, 2026

12 Feb, 2020 - 16 Jul, 2026

Average returns

16.45%

14.98%

14.46%

14.16%

Standard deviation

15.62%

4.72%

3.41%

1.56%

Best returns

62.08%

1 year ending on 25 Mar, 2021

28.15%

3 years ending on 22 Sep, 2016

24.24%

5 years ending on 17 Apr, 2025

18.00%

7 years ending on 12 Mar, 2021

Worst returns

-15.97%

1 year ending on 23 Mar, 2020

0.11%

3 years ending on 23 Mar, 2020

4.00%

5 years ending on 23 Mar, 2020

9.25%

7 years ending on 23 Mar, 2020

Period with positive return

84.88%

100.00%

Period with return > 5%

74.18%

96.98%

99.71%

100.00%

Period with return > 10%

59.36%

87.65%

91.36%

99.87%

Period with return > 15%

47.81%

49.38%

51.34%

27.97%

Beat % Category

60.43%

75.35%

90.26%

95.20%

Beat % Benchmark

56.47%

57.35%

62.72%

61.43%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

-3.11%

0.89%

-1.66%

-2.01%

12.20%

10.44%

12.80%

13.32%

Hybrid: Aggressive Hybrid

0.04%

1.59%

1.28%

1.99%

12.56%

11.68%

12.46%

CRISIL Hybrid 35+65 Aggressive Index

-7.23%

0.66%

-5.72%

-3.42%

8.17%

9.90%

12.27%

Rank in category

Funds in category