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InvestVerdict

DSP Conservative Hybrid Fund

Regular Plan · Growth · Conservative Hybrid · Scheme code 102448

NAV₹61.1295as on 27 Aug 2026
Fund houseDSP Mutual Fund
CategoryConservative Hybrid
Plan & optionRegular · Growth
History20.4 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 0.141.981.95 4.318.396.99 8.036.517.97
Conservative Hybrid
category median		 ——— 3.647.336.92 —7.17—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 4.5% 0.42 0.61 — — -12.2% —

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.

Growth of ₹100 since launch

662143625102008201020122014201620182020202220242026InvestVerdict

Drawdown from peak (%)

0%-3%-6%-9%2008201020122014201620182020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
938 -6.3% 7.9% 22.6% 8%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

DSP Conservative Hybrid Fund

Regular Plan · Growth

Allocation

By asset

Debt75.01%
Equity19.89%
Cash & Equivalents4.77%
AIF Units0.33%

By market cap

Large Cap14.40%
Mid Cap2.29%
Small Cap3.20%
Unclassified75.34%

Concentration

Number of stocks48
Top 5 stocks39.87%
Top 10 stocks60.79%
Top 20 stocks83.40%
Largest holding11.64%
Largest sectorSovereign 54.39%
Effective stocks20.0
Cash4.77%
InvestVerdict

DSP Conservative Hybrid Fund

Regular Plan · Growth · holdings

Top 18 holdings

#CompanySector% of fund
1— Sovereign11.64%
2— Sovereign8.86%
3— Sovereign8.06%
4— Sovereign5.76%
5— Sovereign5.55%
6— CRISIL A1+5.36%
7— CRISIL A1+5.35%
8— Unclassified4.66%
9— CRISIL AA+4.25%
10— Banks2.98%
11— ICRA AA+2.98%
12— Sovereign2.90%
13— Sovereign2.90%
14— Sovereign2.88%
15— Sovereign2.86%
16— Sovereign2.81%
17— CRISIL A1+2.68%
18— Banks1.86%

Sector split

Sovereign — 54.4%CRISIL A1+ — 13.4%Banks — 6.9%Cash & Equivalents — 4.8%CRISIL AA+ — 4.3%Other — 16.3%Sovereign54.4%CRISIL A1+13.4%Banks6.9%Cash & Equivalents4.8%CRISIL AA+4.3%Other16.3%
Sovereign54.39%
CRISIL A1+13.39%
Banks6.88%
Cash & Equivalents4.77%
CRISIL AA+4.25%
ICRA AA+2.98%
Pharmaceuticals & Biotechnology2.50%
Insurance2.23%
Automobiles2.14%
Diversified FMCG1.19%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹725,461 ₹125,461 7.53%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.