Should I invest in DSP Aggressive Hybrid Fund?

We don't give personal investment advice. DSP Aggressive Hybrid Fund - Direct Plan - IDCW 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: 19.8%. 5-year CAGR: 6.26%.

DSP

DSP Aggressive Hybrid Fund - Direct Plan - IDCW

Latest NAV

₹68.3820

As of

3 Jun 2026

3,302 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%	+6.60%	-6.58	39 / 58	Q3
1W	-2.19%	+5.20%	-7.39	55 / 58	Q4
2W	-1.58%	+6.18%	-7.76	54 / 58	Q4
1M	-1.73%	+5.07%	-6.80	36 / 58	Q3
3M	-4.80%	+4.49%	-9.29	46 / 58	Q4
6M	-8.11%	+1.53%	-9.64	37 / 58	Q3
YTD	-8.16%	+1.04%	-9.20	41 / 58	Q3
1Y	-7.34%	+5.41%	-12.75	48 / 58	Q4
2Y	+1.93%	+4.56%	-2.63	21 / 57	Q2
3Y	+8.61%	+10.78%	-2.17	33 / 58	Q3
4Y	+8.93%	+10.80%	-1.87	31 / 55	Q3
5Y	+6.26%	+9.86%	-3.61	38 / 52	Q3
7Y	+8.14%	+10.11%	-1.97	30 / 48	Q3
10Y	+8.11%	+8.06%	+0.05	16 / 31	Q3
Inception	+8.63%	+8.46%	+0.17	32 / 58	Q3

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	-8.16%	-6.04%	-2.12	36 / 50
2025	+3.98%	+7.92%	-3.95	21 / 56
2024	+14.25%	+14.90%	-0.65	30 / 56
2023	+21.39%	+18.81%	+2.58	20 / 56
2022	-6.23%	+1.96%	-8.19	45 / 53
2021	+20.52%	+21.02%	-0.50	31 / 54
2020	+12.74%	+13.62%	-0.87	25 / 52
2019	+7.12%	+3.69%	+3.43	18 / 47
2018	-9.65%	-8.13%	-1.52	22 / 35
2017	+25.71%	+15.92%	+9.78	2 / 35
2016	+2.74%	+0.88%	+1.86	15 / 28

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

+11.60%

152 windows

min -19.8% · max 56.3%

70% positive

3-Year rolling

+9.51%

127 windows

min -5.5% · max 21.0%

95% positive

5-Year rolling

+9.03%

103 windows

min -1.6% · max 16.5%

99% positive

7-Year rolling

+8.64%

79 windows

min 5.1% · max 11.8%

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

10.52%

3-year · annualised

Sharpe ratio

0.22

vs risk-free 6.5%

Sortino ratio

0.35

Downside-only deviation

Max drawdown

-12.90%

Sep 2024 → Mar 2026

% positive months

72.2%

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 - IDCW Option - Direct Plan	HDFC	₹17.2110	3 Jun 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹99.9127	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹27.9300	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹23.1247	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.1180	3 Jun 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹69.7436	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹281.8300	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹32.9866	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹20.5210	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹68.3820
2 Jun 2026	₹68.4410
1 Jun 2026	₹68.4310
29 May 2026	₹68.9380
27 May 2026	₹69.7770
26 May 2026	₹69.9710
25 May 2026	₹70.2200
22 May 2026	₹69.4610
21 May 2026	₹69.3710
20 May 2026	₹69.3830

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 - IDCW is ₹68.3820. It's a Aggressive Hybrid Fund from DSP, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP Aggressive Hybrid Fund - Direct Plan - IDCW has NAV history starting from 03 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 - IDCW 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 - IDCW has delivered a absolute return of -7.34% — -12.75 pp behind the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #48 of 58 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DSP Aggressive Hybrid Fund - Direct Plan - IDCW has delivered a CAGR of 8.61% — -2.17 pp behind the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #33 of 58 in its category — the third (Q3) quartile.

Over the trailing 5-year window, DSP Aggressive Hybrid Fund - Direct Plan - IDCW has delivered a CAGR of 6.26% — -3.61 pp behind the Aggressive Hybrid Fund category average of 9.86%. The fund ranks #38 of 52 in its category — the third (Q3) quartile.

₹1 lakh invested in DSP Aggressive Hybrid Fund - Direct Plan - IDCW exactly 10 years ago would be worth approximately ₹218,126 today — a multiplier of 2.18×, based on the 10-year CAGR of 8.11%. The category average over the same window would have grown ₹1 lakh to ₹217,039.

A ₹10,000 monthly SIP in DSP Aggressive Hybrid Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹684,726 today. That's an XIRR (money-weighted annualised return) of 5.22%.

A ₹10,000 monthly SIP for 10 years in DSP Aggressive Hybrid Fund - Direct Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,757,672 (multiplier 1.46×). XIRR: 7.41%. 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 - IDCW ranks #38 out of 52 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 9.86%; this fund delivered 6.26%.

The worst peak-to-trough decline DSP Aggressive Hybrid Fund - Direct Plan - IDCW has experienced over the last 5-year window is 19.82% — 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 - IDCW averaged 9.03% (best 16.52%, worst -1.59%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.03 — weak risk-adjusted performance.

In calendar year 2025, DSP Aggressive Hybrid Fund - Direct Plan - IDCW returned 3.98% — lagging the Aggressive Hybrid Fund category average of 7.92% by 3.95 pp. It ranked #21 of 56 in its category that year.

DSP Aggressive Hybrid Fund - Direct Plan - IDCW 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 - IDCW 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: 19.8%. 5-year CAGR: 6.26%.

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