Groww Logo
Home>Mutual Funds>DSP Mutual Fund>DSP Equity & Bond Direct IDCW

DSP Equity & Bond Direct IDCW

Hybrid
Aggressive Hybrid
Very High Risk
20.99%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2022₹56.13
Min. SIP amount₹500
Rating4
Fund size₹7,640.94Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns24.5%21.0%15.9%15.2%
Category average42.2%12.7%12.2%NA
Rank with in category25812NA
Understand terms

Holdings (76)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec8.8%
FinancialEquity6.2%
FinancialEquity4.9%
ServicesEquity3.0%
TechnologyEquity2.9%
ConstructionEquity2.9%
FinancialEquity2.7%
FinancialEquity2.7%
TechnologyEquity2.0%
Reserve Bank of India
FinancialT-Bills2.0%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 4.06 The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y
Lower expense ratio: 0.83%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

1Y annualised returns lower than category average by 17.58%

Expense ratio, exit load and tax

Expense ratio: 0.83%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Vikram Chopra
Jul 2016 - Present
View details

Fund house & investment objective

Fund house contact details

Compare funds

DSP Equity & Bond Direct IDCW
VS
Add mutual fund to compare

FAQs

How to Invest in DSP Equity & Bond Direct IDCW
What kind of returns does DSP Equity & Bond Direct IDCW provide?
How much expense ratio is charged by DSP Equity & Bond Direct IDCW?
What is the AUM of DSP Equity & Bond Direct IDCW?
How to Redeem DSP Equity & Bond Direct IDCW?
Can I invest in SIP and Lump Sum of DSP Equity & Bond Direct IDCW?
What is the NAV of DSP Equity & Bond Direct IDCW?
What is the PE and PB ratio of DSP Equity & Bond Direct IDCW?
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.1.3
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI