DSP Aggressive Hybrid Fund is designed for investors seeking a balanced approach to equity and debt investments. This fund primarily invests in a mix of equities and fixed-income securities, aiming for capital appreciation while managing risk. Ideal for those with a moderate to high-risk appetite, it offers the potential for higher returns over the long term. With a focus on diversification, it helps mitigate volatility while providing growth opportunities.

Balanced investment in equities and debt
Ideal for moderate to high-risk investors
Potential for long-term capital appreciation
Diversification to manage volatility
Managed by experienced professionals

Investment Thesis

DSP Aggressive Hybrid Fund stands out due to its robust promoter credibility, a strong focus on digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking growth and stability.

Managed by a reputable promoter group with a proven track record.
Significant growth potential in digital services, enhancing fund performance.
Attractive valuation metrics compared to competing hybrid funds.
Diversified portfolio strategy reduces risk while targeting higher returns.
Strong historical performance reinforces investor confidence.

Opportunity vs Risk

Opportunities

High potential for capital appreciation
Diversified investment across asset classes
Suitable for long-term wealth creation
Tax-efficient growth through mutual fund structure

Risks ⚠️

Market volatility affecting returns
Interest rate fluctuations impact bonds
Economic downturns can reduce performance
Management risk with fund decisions

Peer Perspective

DSP Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with consistent margin stability and improved growth metrics.

📊 Stock Investment Checklist (100 Points)

DSP Aggressive Hybrid Fund(IDCW-Reinv) • Updated: 2025-10-01 02:29:54

10

Business
High

The fund is invested in a future-ready sector with a clear model.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
8

Valuation
High

P/E and P/B ratios are in line with peers, but PEG indicates potential overvaluation.
7

Balance
High

Debt/equity ratio is manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is strong, but there are minor concerns regarding disclosures.
5

Drivers
Good

Growth drivers are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The DSP Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.