Should I invest in DSP Aggressive Hybrid Fund?

We don't give personal investment advice. DSP Aggressive Hybrid Fund- Regular 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: 22.8%. 5-year CAGR: -0.31%.

DSP BlackRock

DSP Aggressive Hybrid Fund- Regular Plan - IDCW

Latest NAV

₹26.6380

As of

24 Jul 2026

5,002 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	-0.09%	-0.17%	+0.07	10 / 34	Q2
1W	-1.63%	-1.24%	-0.39	28 / 34	Q4
2W	-1.69%	-1.31%	-0.38	22 / 34	Q3
1M	-1.84%	-0.51%	-1.32	32 / 34	Q4
3M	-1.22%	+1.35%	-2.56	32 / 34	Q4
6M	-5.98%	-0.03%	-5.95	29 / 33	Q4
YTD	-9.24%	-4.30%	-4.94	29 / 33	Q4
1Y	-12.10%	-3.31%	-8.80	31 / 33	Q4
2Y	-6.14%	-1.64%	-4.50	27 / 33	Q4
3Y	+1.00%	+6.41%	-5.41	27 / 33	Q4
4Y	+2.42%	+8.22%	-5.80	26 / 32	Q4
5Y	-0.31%	+7.09%	-7.40	28 / 30	Q4
7Y	+2.88%	+9.63%	-6.75	25 / 30	Q4
10Y	+0.95%	+7.14%	-6.18	26 / 30	Q4
Inception	+0.45%	+6.45%	-6.00	29 / 34	Q4

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	-9.24%	-4.68%	-4.56	27 / 31
2025	-1.98%	+2.10%	-4.09	19 / 31
2024	+7.91%	+12.84%	-4.93	22 / 31
2023	+14.03%	+17.18%	-3.15	23 / 31
2022	-11.73%	+1.09%	-12.82	31 / 31
2021	+15.07%	+23.51%	-8.45	25 / 31
2020	+5.84%	+10.62%	-4.78	23 / 31
2019	+0.34%	+3.54%	-3.20	22 / 32
2018	-15.05%	-7.66%	-7.39	29 / 32
2017	+14.96%	+16.43%	-1.47	19 / 32
2016	-6.58%	+2.00%	-8.59	26 / 26

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

+2.49%

236 windows

min -43.2% · max 70.7%

53% positive

3-Year rolling

+1.89%

211 windows

min -13.0% · max 16.1%

63% positive

5-Year rolling

+1.59%

187 windows

min -7.1% · max 11.2%

65% positive

7-Year rolling

+1.38%

163 windows

min -2.6% · max 7.0%

78% 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

9.30%

3-year · annualised

Sharpe ratio

-0.53

vs risk-free 6.5%

Sortino ratio

-0.72

Downside-only deviation

Max drawdown

-20.72%

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
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - IDCW Option	Nippon India	₹0.0000	24 Jul 2026
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹66.2402	24 Jul 2026
ICICI Prudential Equity & Debt Fund - Annual IDCW	ICICI Prudential	₹25.6000	24 Jul 2026
Franklin India Aggressive Hybrid Fund - Growth Plan	Franklin Templeton	₹264.5237	24 Jul 2026
Kotak Aggressive Hybrid Fund - Regular Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option	Kotak Mahindra	₹37.6440	24 Jul 2026
DSP Aggressive Hybrid Fund- Regular Plan - Growth	DSP BlackRock	₹347.1130	24 Jul 2026
CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹362.1600	24 Jul 2026
UTI Aggressive Hybrid Fund - Regular Plan - Growth	UTI	₹402.9516	24 Jul 2026
PGIM India Aggressive Hybrid Equity Fund - Dividend Option	PGIM India	₹13.7300	24 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth	Birla Sun Life	₹1,522.0600	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹26.6380
23 Jul 2026	₹26.6630
22 Jul 2026	₹26.7260
21 Jul 2026	₹26.9150
20 Jul 2026	₹26.9380
17 Jul 2026	₹27.0800
16 Jul 2026	₹26.9540
15 Jul 2026	₹27.0130
14 Jul 2026	₹26.9370
13 Jul 2026	₹27.1250

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 24 Jul 2026, the NAV of DSP Aggressive Hybrid Fund- Regular Plan - IDCW is ₹26.6380. It's a Aggressive Hybrid Fund from DSP BlackRock, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP Aggressive Hybrid Fund- Regular Plan - IDCW has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

DSP Aggressive Hybrid Fund- Regular Plan - IDCW is managed by DSP BlackRock. 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- Regular Plan - IDCW has delivered a absolute return of -12.10% — -8.8 pp behind the Aggressive Hybrid Fund category average of -3.31%. The fund ranks #31 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DSP Aggressive Hybrid Fund- Regular Plan - IDCW has delivered a CAGR of 1.00% — -5.41 pp behind the Aggressive Hybrid Fund category average of 6.41%. The fund ranks #27 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, DSP Aggressive Hybrid Fund- Regular Plan - IDCW has delivered a CAGR of -0.31% — -7.4 pp behind the Aggressive Hybrid Fund category average of 7.09%. The fund ranks #28 of 30 in its category — the bottom (Q4) quartile.

₹1 lakh invested in DSP Aggressive Hybrid Fund- Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹109,966 today — a multiplier of 1.10×, based on the 10-year CAGR of 0.95%. The category average over the same window would have grown ₹1 lakh to ₹199,254.

A ₹10,000 monthly SIP in DSP Aggressive Hybrid Fund- Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹591,264 today. That's an XIRR (money-weighted annualised return) of -0.58%.

A ₹10,000 monthly SIP for 10 years in DSP Aggressive Hybrid Fund- Regular Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,280,464 (multiplier 1.07×). XIRR: 1.28%. 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- Regular Plan - IDCW ranks #28 out of 30 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 7.09%; this fund delivered -0.31%.

The worst peak-to-trough decline DSP Aggressive Hybrid Fund- Regular Plan - IDCW has experienced over the last 5-year window is 22.78% — 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- Regular Plan - IDCW averaged 1.59% (best 11.17%, worst -7.07%). 65% of rolling windows ended positive. The 5-year Sharpe ratio is -0.62 — negative risk-adjusted performance.

In calendar year 2025, DSP Aggressive Hybrid Fund- Regular Plan - IDCW returned -1.98% — lagging the Aggressive Hybrid Fund category average of 2.10% by 4.09 pp. It ranked #19 of 31 in its category that year.

DSP Aggressive Hybrid Fund- Regular 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- Regular 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: 22.8%. 5-year CAGR: -0.31%.

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