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Two Aggressive hybrid funds side by side: returns, costs, size, risk and how much their portfolios overlap.
DSP Aggressive Hybrid Fund vs HDFC Aggressive Hybrid Fund, as of 9 Nov 2026: DSP Aggressive Hybrid Fund NAV ₹408.31, 3Y CAGR 11.7%, expense ratio 0.78%; HDFC Aggressive Hybrid Fund NAV ₹127.64, 3Y CAGR 8.3%, expense ratio 1.12%; about 34% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| DSP Aggressive Hybrid Fund Direct Growth | HDFC Aggressive Hybrid Fund Direct Growth | |
|---|---|---|
| Category | Aggressive hybrid | Aggressive hybrid |
| Fund house | DSP Mutual Fund | HDFC Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth Option |
| NAV | ₹408.31 (9 Nov 2026) | ₹127.64 (9 Nov 2026) |
| 1Y return | 0.4% | −1.9% |
| 3Y CAGR | 11.7% | 8.3% |
| 5Y CAGR | 9.1% | 8.2% |
| Since launch (CAGR) | 13.2% | 11.3% |
| Expense ratio | 0.78% | 1.12% |
| AUM | ₹11,738 cr | ₹21,901 cr |
| Risk-o-meter | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 Index |
| Exit load | • Entry load: Not Applicable • Exit load: Holding Period: < 12 months: 1% >= 12 months: Nil | Entry Load: 2. 25% for purchase/Switch-in of units less than Rs. 5 crore, Nil for purchase/Switch-in of units equal to or greater than Rs. 5 crore. Exit Load-Nil. |
| Minimum SIP | ₹100 | ₹100 |
| Holdings | 83 | 133 |
| Top 10 holdings weight | 43.0% | 36.0% |
| Portfolio overlap | About 34% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →DSP Aggressive Hybrid Fund has the higher 5-year CAGR (as of 9 Nov 2026): DSP Aggressive Hybrid Fund 9.1% a year vs HDFC Aggressive Hybrid Fund 8.2% a year. Past performance is not indicative of future results.
DSP Aggressive Hybrid Fund costs less: DSP Aggressive Hybrid Fund charges 0.78% a year and HDFC Aggressive Hybrid Fund 1.12% a year.
HDFC Aggressive Hybrid Fund is larger: DSP Aggressive Hybrid Fund manages ₹11,738 cr and HDFC Aggressive Hybrid Fund ₹21,901 cr (as of 9 Nov 2026).
About 34% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer