DSP Mutual Fund · Direct Growth · SEBI Category: Aggressive Hybrid
DSP Aggressive Hybrid Fund is India's largest aggressive hybrid fund by AUM — a position built through consistent performance and DSP Mutual Fund's strong research culture. The fund invests 65-80% in equity across market caps and 20-35% in high-quality debt instruments, providing a balanced portfolio for investors seeking equity growth with some built-in stability.
The fund maintains a relatively stable equity-debt allocation within SEBI's mandated band. The equity sleeve focuses on quality businesses with earnings visibility while the debt component prioritises high credit quality short to medium duration bonds. This combination delivers equity-linked returns with lower volatility than pure equity funds — making it suitable as a one-fund solution for moderate risk investors.
Atul Bhole manages the equity component of DSP Aggressive Hybrid Fund while Shantanu Godambe manages the fixed income sleeve. Bhole applies DSP's research-driven equity approach to select quality businesses across market caps for the 65-80% equity allocation. Godambe manages the 20-35% debt component with a focus on high credit quality and capital preservation.
For current co-manager details and full biography, refer to the latest DSP Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Live data. Current fund highlighted. Click any fund name for full analysis.
| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| DSP Aggressive Hybrid Fund ▲ | ₹384.44 | ₹10.4K Cr Jan–Mar 2026 | -4.1% | +12.6% p.a. | +10.7% p.a. | 0.77 |
| Kotak Aggressive Hybrid Fund | ₹74.24 | ₹8.1K Cr Jan–Mar 2026 | +4.1% | +14.5% p.a. | +13.2% p.a. | 0.80 |
| UTI Aggressive Hybrid Fund | ₹425.84 | ₹5.2K Cr Jan–Mar 2026 | -0.5% | +13.4% p.a. | +12.9% p.a. | 0.83 |
| Nippon India Aggressive Hybrid Fund | ₹116.94 | ₹3.6K Cr Jan–Mar 2026 | +1.0% | +12.9% p.a. | +12.4% p.a. | 0.73 |
| Tata Aggressive Hybrid Fund | ₹480.67 | ₹3.4K Cr Jan–Mar 2026 | -0.3% | +9.5% p.a. | +10.3% p.a. | 0.39 |
Calculated from 2,569 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how DSP Aggressive Hybrid Fund ranks against other Aggressive Hybrid funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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