Should I invest in DSP Aggressive Hybrid Fund?

We don't give personal investment advice. DSP Aggressive Hybrid Fund - Direct Plan - Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.3%. 5-year CAGR: 10.54%.

DSP

DSP Aggressive Hybrid Fund - Direct Plan - Growth

Latest NAV

₹383.6660

As of

3 Jun 2026

3,303 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.01%	+4.36%	-4.35	24 / 30	Q4
1W	-1.87%	+2.94%	-4.82	29 / 30	Q4
2W	-1.27%	+4.15%	-5.42	30 / 30	Q4
1M	-1.42%	+3.24%	-4.65	17 / 30	Q3
3M	-3.87%	+3.65%	-7.53	29 / 30	Q4
6M	-6.41%	+0.91%	-7.31	27 / 30	Q4
YTD	-6.70%	+0.57%	-7.28	28 / 30	Q4
1Y	-4.08%	+5.12%	-9.19	28 / 30	Q4
2Y	+5.46%	+6.03%	-0.56	10 / 30	Q2
3Y	+12.60%	+13.60%	-1.00	18 / 30	Q3
4Y	+13.25%	+13.47%	-0.22	13 / 29	Q2
5Y	+10.54%	+12.07%	-1.53	18 / 27	Q3
7Y	+12.90%	+13.22%	-0.32	12 / 25	Q2
10Y	+12.89%	+12.69%	+0.20	9 / 19	Q2
Inception	+13.12%	+12.86%	+0.27	11 / 30	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-6.70%	-3.75%	-2.95	27 / 29
2025	+7.47%	+10.33%	-2.86	10 / 30
2024	+18.35%	+17.99%	+0.35	13 / 30
2023	+26.83%	+21.88%	+4.95	5 / 30
2022	-1.70%	+3.88%	-5.58	25 / 28
2021	+25.19%	+26.63%	-1.43	12 / 27
2020	+18.12%	+15.17%	+2.95	6 / 26
2019	+15.12%	+9.11%	+6.01	3 / 24
2018	-3.62%	-1.88%	-1.75	16 / 20
2017	+28.48%	+25.86%	+2.62	5 / 20
2016	+8.54%	+6.34%	+2.20	7 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.19%

152 windows

min -14.4% · max 57.0%

85% positive

3-Year rolling

+14.64%

127 windows

min 0.0% · max 25.8%

100% positive

5-Year rolling

+14.20%

103 windows

min 4.4% · max 21.4%

100% positive

7-Year rolling

+13.92%

79 windows

min 10.7% · max 17.3%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

10.55%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-11.29%

Jan 2026 → Mar 2026

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹383.6660
2 Jun 2026	₹383.9950
1 Jun 2026	₹383.9380
29 May 2026	₹386.7860
27 May 2026	₹390.2450
26 May 2026	₹391.3290
25 May 2026	₹392.7240
22 May 2026	₹388.4760
21 May 2026	₹387.9760
20 May 2026	₹388.0400

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of DSP Aggressive Hybrid Fund - Direct Plan - Growth is ₹383.6660. It's a Aggressive Hybrid Fund from DSP, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

DSP Aggressive Hybrid Fund - Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

DSP Aggressive Hybrid Fund - Direct Plan - Growth is managed by DSP. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP Aggressive Hybrid Fund - Direct Plan - Growth has delivered a absolute return of -4.08% — -9.19 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #28 of 30 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DSP Aggressive Hybrid Fund - Direct Plan - Growth has delivered a CAGR of 12.60% — -1 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #18 of 30 in its category — the third (Q3) quartile.

Over the trailing 5-year window, DSP Aggressive Hybrid Fund - Direct Plan - Growth has delivered a CAGR of 10.54% — -1.53 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #18 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in DSP Aggressive Hybrid Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹336,146 today — a multiplier of 3.36×, based on the 10-year CAGR of 12.89%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in DSP Aggressive Hybrid Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹759,962 today. That's an XIRR (money-weighted annualised return) of 9.38%.

A ₹10,000 monthly SIP for 10 years in DSP Aggressive Hybrid Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,260,274 (multiplier 1.88×). XIRR: 12.16%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, DSP Aggressive Hybrid Fund - Direct Plan - Growth ranks #18 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.07%; this fund delivered 10.54%.

The worst peak-to-trough decline DSP Aggressive Hybrid Fund - Direct Plan - Growth has experienced over the last 5-year window is 17.33% — its NAV fell from a high on 18 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, DSP Aggressive Hybrid Fund - Direct Plan - Growth averaged 14.20% (best 21.43%, worst 4.37%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.39 — weak risk-adjusted performance.

In calendar year 2025, DSP Aggressive Hybrid Fund - Direct Plan - Growth returned 7.47% — lagging the Aggressive Hybrid Fund category average of 10.33% by 2.86 pp. It ranked #10 of 30 in its category that year.

DSP Aggressive Hybrid Fund - Direct Plan - Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. DSP Aggressive Hybrid Fund - Direct Plan - Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.3%. 5-year CAGR: 10.54%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

DSP Aggressive Hybrid Fund - Direct Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Aggressive Hybrid Fund

Recent NAVs

Frequently asked questions

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