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MF_119019

DSP Aggressive Hybrid Fund - Direct Plan - Growth

Hybrid Scheme - Aggressive Hybrid Fund

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End Amount
₹52,281.59
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.70%
MF_119019 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.49%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.78
Volatility vs Benchmark
Sharpe Ratio
0.54
Risk-Adjusted Return
Sortino Ratio
0.81
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 53% 18% 27%
60 days 51% 13% 15%
90 days 52% 11% 12%
180 days 53% 9% 8%
1Yr 57% 7% 5%
3Yr 59% 4% 2%
5Yr 60% 2% 1%
7Yr 63% 2% 1%
10Yr 90% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Aggressive Hybrid Fund - Direct Plan - Growth Nifty 50
30 days 2.7% | -57.3% | 15.9% | 144.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -18.5% | -43.0% | 16.8% | 101.1% -23.0% | -45.3% | 16.7% | 120.0%
90 days -19.2% | -34.0% | 14.3% | 86.7% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -6.3% | -5.9% | 13.8% | 50.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.0% | 4.6% | 14.5% | 24.0% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.0% | 7.5% | 14.7% | 20.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.1% | 11.2% | 13.8% | 16.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.3% | 11.6% | 14.1% | 16.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 11 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 March 25, 2014 442 days 16% Nifty 50: 11% 10029 8412 10037
April 13, 2015 July 11, 2015 89 days 8% Nifty 50: 10% 15336 14160 15347
Aug. 7, 2015 June 30, 2016 328 days 15% Nifty 50: 18% 15891 13483 15965
Oct. 25, 2016 Feb. 3, 2017 101 days 11% Nifty 50: 9% 18080 16148 18135
Jan. 8, 2018 Aug. 17, 2018 221 days 8% Nifty 50: 6% 21669 19930 21736
Aug. 31, 2018 May 24, 2019 266 days 14% Nifty 50: 14% 21992 18886 22079
June 3, 2019 Sept. 21, 2019 110 days 6% Nifty 50: 11% 22531 21140 23046
Feb. 19, 2020 Nov. 7, 2020 262 days 29% Nifty 50: 37% 25162 17913 25404
Oct. 18, 2021 May 27, 2023 586 days 17% Nifty 50: 16% 36374 30070 36459
Sept. 26, 2024 May 10, 2025 226 days 10% Nifty 50: 15% 54360 48969 54383
Jan. 2, 2026 Oct. 30, 2026 301 days 11% Nifty 50: 15% 56305 49948 52282