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: 10.64%.

DSP

DSP Aggressive Hybrid Fund - Direct Plan - Growth

Latest NAV

₹400.9650

As of

17 Jul 2026

3,334 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	+0.47%	+0.29%	+0.19	3 / 29	Q1
1W	-0.04%	+0.03%	-0.07	15 / 29	Q3
2W	-0.12%	+0.22%	-0.34	28 / 29	Q4
1M	+1.41%	+1.54%	-0.13	16 / 29	Q3
3M	+1.64%	+2.64%	-1.00	20 / 29	Q3
6M	-1.19%	+1.49%	-2.68	23 / 29	Q4
YTD	-2.58%	+0.06%	-2.64	24 / 29	Q4
1Y	-1.44%	+2.38%	-3.82	26 / 29	Q4
2Y	+3.85%	+3.64%	+0.22	15 / 29	Q3
3Y	+12.22%	+12.52%	-0.30	17 / 29	Q3
4Y	+14.15%	+14.19%	-0.04	13 / 28	Q2
5Y	+10.64%	+11.95%	-1.31	18 / 26	Q3
7Y	+14.21%	+14.38%	-0.17	10 / 25	Q2
10Y	+12.87%	+12.69%	+0.17	10 / 19	Q3
Inception	+13.36%	+13.04%	+0.31	10 / 29	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	-2.58%	+0.06%	-2.64	24 / 29
2025	+7.47%	+6.34%	+1.13	9 / 29
2024	+18.35%	+18.61%	-0.27	13 / 29
2023	+26.83%	+22.63%	+4.20	5 / 29
2022	-1.70%	+4.02%	-5.73	24 / 27
2021	+25.19%	+27.65%	-2.46	12 / 26
2020	+18.12%	+15.77%	+2.35	6 / 25
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

+16.24%

153 windows

min -8.9% · max 56.8%

83% positive

3-Year rolling

+14.86%

129 windows

min 1.1% · max 26.6%

100% positive

5-Year rolling

+14.27%

105 windows

min 6.1% · max 22.5%

100% positive

7-Year rolling

+13.98%

80 windows

min 10.9% · max 18.0%

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

9.23%

3-year · annualised

Sharpe ratio

0.60

vs risk-free 6.5%

Sortino ratio

1.20

Downside-only deviation

Max drawdown

-11.29%

Jan 2026 → Mar 2026

% positive months

66.7%

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	₹125.0360	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	17 Jul 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹351.1088	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹455.6100	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹24.3811	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹31.6700	17 Jul 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹522.6806	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,741.4600	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹310.4604	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹39.4540	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹400.9650
16 Jul 2026	₹399.0820
15 Jul 2026	₹399.9440
14 Jul 2026	₹398.8130
13 Jul 2026	₹401.5920
10 Jul 2026	₹401.1380
9 Jul 2026	₹397.9750
8 Jul 2026	₹396.6440
7 Jul 2026	₹402.8760
6 Jul 2026	₹403.0410

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 17 Jul 2026, the NAV of DSP Aggressive Hybrid Fund - Direct Plan - Growth is ₹400.9650. 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 6 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 -1.44% — -3.82 pp behind the Aggressive Hybrid Fund category average of 2.38%. The fund ranks #26 of 29 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 12.22% — -0.3 pp behind the Aggressive Hybrid Fund category average of 12.52%. The fund ranks #17 of 29 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 10.64% — -1.31 pp behind the Aggressive Hybrid Fund category average of 11.95%. The fund ranks #18 of 26 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 ₹335,500 today — a multiplier of 3.36×, based on the 10-year CAGR of 12.87%. The category average over the same window would have grown ₹1 lakh to ₹330,370.

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 ₹782,791 today. That's an XIRR (money-weighted annualised return) of 10.57%.

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 ₹2,326,923 (multiplier 1.94×). XIRR: 12.71%. 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 26 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 11.95%; this fund delivered 10.64%.

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 14.27% (best 22.54%, worst 6.14%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, DSP Aggressive Hybrid Fund - Direct Plan - Growth returned 7.47% — beating the Aggressive Hybrid Fund category average of 6.34% by 1.13 pp. It ranked #9 of 29 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: 10.64%.

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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