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: 6.35%.

DSP

DSP Aggressive Hybrid Fund - Direct Plan - IDCW

Latest NAV

₹71.2440

As of

17 Jul 2026

3,333 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%	+0.20%	+0.27	4 / 55	Q1
1W	-0.04%	-0.16%	+0.12	26 / 55	Q2
2W	-0.12%	+0.10%	-0.21	50 / 55	Q4
1M	+1.10%	+0.84%	+0.26	32 / 55	Q3
3M	+0.68%	+1.61%	-0.92	38 / 55	Q3
6M	-3.04%	-0.75%	-2.29	35 / 55	Q3
YTD	-4.40%	-2.54%	-1.85	35 / 55	Q3
1Y	-4.84%	-0.18%	-4.66	45 / 55	Q4
2Y	+0.36%	+1.30%	-0.94	24 / 54	Q2
3Y	+8.26%	+9.24%	-0.98	30 / 55	Q3
4Y	+9.83%	+11.12%	-1.29	28 / 52	Q3
5Y	+6.35%	+9.61%	-3.26	35 / 49	Q3
7Y	+9.43%	+11.18%	-1.75	30 / 48	Q3
10Y	+8.06%	+7.86%	+0.20	16 / 33	Q2
Inception	+8.87%	+8.35%	+0.52	28 / 55	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	-4.40%	-2.48%	-1.92	33 / 50
2025	+3.98%	+1.24%	+2.74	18 / 53
2024	+14.25%	+15.74%	-1.50	30 / 53
2023	+21.39%	+19.87%	+1.52	20 / 53
2022	-6.23%	+2.08%	-8.31	42 / 50
2021	+20.52%	+22.26%	-1.73	31 / 51
2020	+12.74%	+14.45%	-1.71	25 / 49
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

+11.65%

153 windows

min -14.6% · max 56.8%

71% positive

3-Year rolling

+9.75%

129 windows

min -4.4% · max 21.7%

95% positive

5-Year rolling

+9.12%

105 windows

min 0.3% · max 17.6%

100% positive

7-Year rolling

+8.70%

80 windows

min 5.5% · max 12.5%

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

9.18%

3-year · annualised

Sharpe ratio

0.21

vs risk-free 6.5%

Sortino ratio

0.38

Downside-only deviation

Max drawdown

-12.90%

Sep 2024 → Mar 2026

% positive months

58.3%

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	₹17.7700	17 Jul 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹102.7411	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹29.1200	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹24.2754	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.9550	17 Jul 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹72.3931	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹296.3500	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹34.1499	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹21.2090	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹71.2440
16 Jul 2026	₹70.9090
15 Jul 2026	₹71.0620
14 Jul 2026	₹70.8610
13 Jul 2026	₹71.3550
10 Jul 2026	₹71.2750
9 Jul 2026	₹70.7120
8 Jul 2026	₹70.4760
7 Jul 2026	₹71.5830
6 Jul 2026	₹71.6130

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 - IDCW is ₹71.2440. 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 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 - 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 -4.84% — -4.66 pp behind the Aggressive Hybrid Fund category average of -0.18%. The fund ranks #45 of 55 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 8.26% — -0.98 pp behind the Aggressive Hybrid Fund category average of 9.24%. The fund ranks #30 of 55 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 6.35% — -3.26 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #35 of 49 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 ₹217,029 today — a multiplier of 2.17×, based on the 10-year CAGR of 8.06%. The category average over the same window would have grown ₹1 lakh to ₹213,017.

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 ₹705,439 today. That's an XIRR (money-weighted annualised return) of 6.41%.

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 ₹1,810,349 (multiplier 1.51×). XIRR: 7.97%. 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 #35 out of 49 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 9.61%; this fund delivered 6.35%.

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 9.12% (best 17.62%, worst 0.27%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.02 — weak risk-adjusted performance.

In calendar year 2025, DSP Aggressive Hybrid Fund - Direct Plan - IDCW returned 3.98% — beating the Aggressive Hybrid Fund category average of 1.24% by 2.74 pp. It ranked #18 of 53 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: 6.35%.

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