How to Invest in DSP Equity & Bond Direct IDCW?

You can easily invest in DSP Equity & Bond Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for DSP Equity & Bond Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in DSP Equity & Bond Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does DSP Equity & Bond Direct IDCW provide?

The DSP Equity & Bond Direct IDCW has been there from 01 Jan 2013 and the average annual returns provided by this fund is 0.37% since its inception.

How much expense ratio is charged by DSP Equity & Bond Direct IDCW?

The term Expense Ratio used for DSP Equity & Bond Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of DSP Equity & Bond Direct IDCW is 0.78% as of 02 Apr 2023...

What is the AUM of DSP Equity & Bond Direct IDCW?

The AUM, short for Assets Under Management of DSP Equity & Bond Direct IDCW is ₹7,358.60Cr as of 02 Apr 2023.

How to Redeem DSP Equity & Bond Direct IDCW?

If you want to sell your DSP Equity & Bond Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of DSP Equity & Bond Direct IDCW?

You can select either SIP or Lumpsum investment of DSP Equity & Bond Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of DSP Equity & Bond Direct IDCW?

The NAV of DSP Equity & Bond Direct IDCW is ₹49.83 as of 31 Mar 2023.

What is the PE and PB ratio of DSP Equity & Bond Direct IDCW?

The PE ratio ratio of DSP Equity & Bond Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

DSP Equity & Bond Direct IDCW - NAV, Mutual Fund Performance & Portfolio

DSP Equity & Bond Direct IDCW
Hybrid
Aggressive Hybrid
Very High Risk
20.63%
3Y annualised
+1.14% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 31 Mar 2023₹49.83
Min. SIP amount₹500
Rating3
Fund size₹7,358.60Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.4%20.6%10.9%12.7%
Category average0.6%21.2%9.4%NA
Rank with in category272411NA
Understand terms
Holdings (83)NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity6.5%
Bajaj Finance Ltd.FinancialEquity5.7%
ICICI Bank Ltd.FinancialEquity5.0%
GOI
SovereignGOI Sec3.8%
GOISovereignGOI Sec3.6%
Axis Bank Ltd.FinancialEquity2.9%
Avenue Supermarts Ltd.ServicesEquity2.7%
Maruti Suzuki India Ltd.AutomobileEquity2.7%
Infosys Ltd.TechnologyEquity2.5%
Indian Railway Finance Corporation Ltd.FinancialDebenture1.8%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Hybrid Aggressive Hybrid
Pros
Cons
Lower expense ratio: 0.78%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
5Y and 10Y annualised returns higher than category average
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
0.78%
31 Jan 2023 - 28 Feb 2023
0.83%
31 Dec 2022 - 31 Jan 2023
0.83%
30 Nov 2022 - 31 Dec 2022
0.79%
30 Nov 2022 - 30 Nov 2022
0.79%
30 Nov 2022 - 30 Nov 2022
0.79%
31 Oct 2022 - 30 Nov 2022
0.79%
31 Oct 2022 - 31 Oct 2022
0.79%
31 Oct 2022 - 31 Oct 2022
0.79%
31 Oct 2022 - 31 Oct 2022
0.79%
30 Sep 2022 - 31 Oct 2022
0.77%
30 Sep 2022 - 30 Sep 2022
0.77%
30 Sep 2022 - 30 Sep 2022
0.77%
31 Aug 2022 - 30 Sep 2022
0.77%
31 Aug 2022 - 31 Aug 2022
0.77%
31 Jul 2022 - 31 Aug 2022
0.78%
31 Jul 2022 - 31 Jul 2022
0.78%
30 Jun 2022 - 31 Jul 2022
0.81%
30 Jun 2022 - 30 Jun 2022
0.81%
31 May 2022 - 30 Jun 2022
0.80%
31 May 2022 - 31 May 2022
0.80%
30 Apr 2022 - 31 May 2022
0.81%
30 Apr 2022 - 30 Apr 2022
0.81%
31 Mar 2022 - 30 Apr 2022
0.81%
31 Mar 2022 - 31 Mar 2022
0.81%
28 Feb 2022 - 31 Mar 2022
0.81%
28 Feb 2022 - 28 Feb 2022
0.81%
31 Jan 2022 - 28 Feb 2022
0.85%
31 Dec 2021 - 31 Jan 2022
0.83%
30 Nov 2021 - 31 Dec 2021
0.83%
31 Oct 2021 - 30 Nov 2021
0.81%
30 Sep 2021 - 31 Oct 2021
0.80%
31 Aug 2021 - 30 Sep 2021
0.87%
31 Jul 2021 - 31 Aug 2021
0.86%
30 Jun 2021 - 31 Jul 2021
0.87%
31 May 2021 - 30 Jun 2021
0.82%
30 Apr 2021 - 31 May 2021
0.83%
31 Mar 2021 - 30 Apr 2021
0.90%
28 Feb 2021 - 31 Mar 2021
0.90%
31 Jan 2021 - 28 Feb 2021
0.89%
31 Dec 2020 - 31 Jan 2021
0.89%
30 Nov 2020 - 31 Dec 2020
0.87%
31 Oct 2020 - 30 Nov 2020
0.87%
30 Sep 2020 - 31 Oct 2020
0.91%
31 Aug 2020 - 30 Sep 2020
0.88%
31 Jul 2020 - 31 Aug 2020
0.93%
30 Jun 2020 - 31 Jul 2020
0.94%
31 May 2020 - 30 Jun 2020
0.89%
30 Apr 2020 - 31 May 2020
0.89%
31 Mar 2020 - 30 Apr 2020
0.94%
29 Feb 2020 - 31 Mar 2020
1.11%
31 Jan 2020 - 29 Feb 2020
1.02%
31 Dec 2019 - 31 Jan 2020
1.03%
30 Nov 2019 - 31 Dec 2019
1.03%
31 Oct 2019 - 30 Nov 2019
0.87%
30 Sep 2019 - 31 Oct 2019
0.87%
31 Aug 2019 - 30 Sep 2019
0.88%
31 Jul 2019 - 31 Aug 2019
0.88%
30 Jun 2019 - 31 Jul 2019
0.87%
31 May 2019 - 30 Jun 2019
0.85%
30 Apr 2019 - 31 May 2019
0.85%
31 Mar 2019 - 30 Apr 2019
1.00%
28 Feb 2019 - 31 Mar 2019
1.01%
31 Jan 2019 - 28 Feb 2019
1.01%
31 Dec 2018 - 31 Jan 2019
1.01%
30 Nov 2018 - 31 Dec 2018
1.01%
31 Oct 2018 - 30 Nov 2018
1.00%
30 Sep 2018 - 31 Oct 2018
1.04%
31 Aug 2018 - 30 Sep 2018
1.04%
31 Jul 2018 - 31 Aug 2018
1.03%
30 Jun 2018 - 31 Jul 2018
1.03%
31 May 2018 - 30 Jun 2018
1.21%
30 Apr 2018 - 31 May 2018
1.21%
31 Mar 2018 - 30 Apr 2018
1.21%
28 Feb 2018 - 31 Mar 2018
1.21%
31 Jan 2018 - 28 Feb 2018
1.21%
31 Dec 2017 - 31 Jan 2018
1.21%
30 Nov 2017 - 31 Dec 2017
1.22%
31 Oct 2017 - 30 Nov 2017
1.22%
Expense ratio, exit load and taxExpense ratio: 0.78%Inclusive of GST
Exit loadExit load of 1% if redeemed within 12 months
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementVikram Chopra
Jul 2016 - Present
View details
Education
Mr. Chopra is B.Com (H) and MBA from Institute of Management.
Experience
Prior to joining DSP Mutual Fund he has worked with L&T Mutual Fund, IDBI Bank Ltd. and Axis Bank Ltd.
Also manages these schemes
DSP Equity & Bond Fund Growth
DSP Equity & Bond Fund IDCW
DSP Government Securities Fund Growth
DSP Government Securities Fund IDCW Half Yearly
DSP Government Securities Fund IDCW Monthly
DSP Short Term Fund IDCW Weekly
DSP Short Term Fund Growth
DSP Short Term Fund IDCW Quarterly
DSP Short Term Fund IDCW Monthly
DSP Regular Savings Fund Growth
DSP Regular Savings Fund IDCW Monthly
DSP Regular Savings Fund IDCW Quarterly
DSP Strategic Bond Fund Regular IDCW Monthly
DSP Strategic Bond Fund Regular IDCW Quarterly
DSP Strategic Bond Fund Regular Growth
DSP Strategic Bond Fund Regular IDCW Weekly
DSP Regular Savings Direct Plan IDCW Monthly
DSP Regular Savings Direct Plan IDCW Quarterly
DSP Regular Savings Direct Plan Growth
DSP Equity & Bond Direct Growth
DSP Equity & Bond Direct IDCW
DSP Government Securities Direct Plan Growth
DSP Government Securities Direct Plan IDCW Monthly
DSP Government Securities Direct Plan IDCW Half Yearly
DSP Short Term Direct Plan IDCW Quarterly
DSP Short Term Direct Plan IDCW Weekly
DSP Short Term Direct Plan IDCW Monthly
DSP Short Term Direct Plan Growth
DSP Strategic Bond Direct Plan IDCW Monthly
DSP Strategic Bond Direct Plan IDCW Weekly
DSP Strategic Bond Direct Plan IDCW Quarterly
DSP Strategic Bond Direct Plan Growth
DSP Strategic Bond Direct Plan IDCW Daily
DSP Banking & PSU Debt Fund Regular Growth
DSP Banking & PSU Debt Fund Regular IDCW Daily
DSP Banking & PSU Debt Fund Regular IDCW
DSP Banking & PSU Debt Fund Direct Growth
DSP Banking & PSU Debt Fund Direct IDCW Monthly
DSP Banking & PSU Debt Fund Direct IDCW Quarterly
DSP Banking & PSU Debt Fund Direct IDCW
DSP Banking & PSU Debt Fund Regular IDCW Weekly
DSP Banking & PSU Debt Fund Regular IDCW Monthly
DSP Banking & PSU Debt Fund Regular IDCW Quarterly
DSP Banking & PSU Debt Fund Direct IDCW Daily
DSP Banking & PSU Debt Fund Direct IDCW Weekly
DSP 10Y G Sec Fund Regular Growth
DSP 10Y G Sec Fund Regular IDCW
DSP 10Y G Sec Fund Regular IDCW Monthly
DSP 10Y G Sec Fund Regular IDCW Quarterly
DSP 10Y G Sec Fund Direct Growth
DSP 10Y G Sec Fund Direct IDCW Quarterly
DSP 10Y G Sec Fund Direct IDCW Monthly
DSP 10Y G Sec Fund Direct IDCW
DSP Corporate Bond Fund Regular Growth
DSP Corporate Bond Fund Regular IDCW Monthly
DSP Corporate Bond Fund Direct Growth
DSP Corporate Bond Fund Direct IDCW
DSP Corporate Bond Fund Direct IDCW Quarterly
DSP Corporate Bond Fund Regular IDCW
DSP Corporate Bond Fund Direct IDCW Monthly
DSP Nifty SDL Plus G Sec Jun 2028 30:70 Index Fund Regular Growth
DSP Nifty SDL Plus G Sec Jun 2028 30:70 Index Fund Regular IDCW
DSP Nifty SDL Plus G Sec Jun 2028 30:70 Index Fund Direct Growth
DSP Nifty SDL Plus G Sec Jun 2028 30:70 Index Fund Direct IDCW
Atul Bhole
Jun 2016 - Present
View details
Education
Mr. Bhole is a B.Com (H), Chartered Accountant and MMS.
Experience
Prior to joining DSP Mutual Fund he has worked with Tata Mutual Fund, JP Morgan Services Pvt. Ltd. and SBI Treasury.
Also manages these schemes
DSP Flexi Cap Fund IDCW
DSP Equity & Bond Fund Growth
DSP Equity & Bond Fund IDCW
DSP Flexi Cap Fund Growth
DSP Equity & Bond Direct Growth
DSP Equity & Bond Direct IDCW
DSP Flexi Cap Fund Direct Plan Growth
DSP Flexi Cap Fund Direct Plan IDCW
DSP Dynamic Asset Allocation Fund Direct IDCW Monthly
DSP Dynamic Asset Allocation Fund Regular IDCW Monthly
DSP Dynamic Asset Allocation Fund Direct Growth
DSP Dynamic Asset Allocation Fund Regular Growth
Dhaval Gada
Sep 2022 - Present
View details
Education
Mr. Gada has done B.Com, PGDM(Finance) and CFA (level 3 appearing)
Experience
Prior to joining DSP Mutual Fund, he has worked with Sundaram Mutual Fund, Motilal Oswal Financial Services Ltd, Morgan Stanley, Edelweiss Capital, India Capital Market Pvt Ltd. and Gridstone Research
Also manages these schemes
DSP Flexi Cap Fund IDCW
DSP Equity & Bond Fund Growth
DSP Equity & Bond Fund IDCW
DSP Flexi Cap Fund Growth
DSP Equity & Bond Direct Growth
DSP Equity & Bond Direct IDCW
DSP Flexi Cap Fund Direct Plan Growth
DSP Flexi Cap Fund Direct Plan IDCW
DSP Dynamic Asset Allocation Fund Direct IDCW Monthly
DSP Dynamic Asset Allocation Fund Regular IDCW Monthly
DSP Dynamic Asset Allocation Fund Direct Growth
DSP Dynamic Asset Allocation Fund Regular Growth
Fund house & investment objective
DSP Mutual Fund
Rank (total assets)#10 in India
Total AUM₹1,09,016.55Cr
Date of Incorporation16 Dec 1996
 DSP Equity & Bond Direct IDCW is a Hybrid Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 16 Dec 1996. Vikram Chopra, Atul Bhole is the Current Fund Manager of DSP Equity & Bond Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,09,017 Cr and the Latest NAV as of 31 Mar 2023 is ₹49.83.
The DSP Equity & Bond Direct IDCW is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1% if redeemed within 12 months
;
Investment ObjectiveThe scheme seeks to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities).
;
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Scheme Information Document(SID)
Fund house contact details
Address
NATRAJ, Office No. 302-3rd Floor-Plot No. 194, MV Road JunctionWestern Express Highway,Andheri East Mumbai 400069
Phone
022-66178000
Launch Date
16 Dec 1996
E-mail
NA
Website
NA
DSP Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
DSP Equity & Bond Direct IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	0.4%	20.6%	10.9%	12.7%
Category average	0.6%	21.2%	9.4%	NA
Rank with in category	27	24	11	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	6.5%
Bajaj Finance Ltd.	Financial	Equity	5.7%
ICICI Bank Ltd.	Financial	Equity	5.0%
GOI	Sovereign	GOI Sec	3.8%
GOI	Sovereign	GOI Sec	3.6%
Axis Bank Ltd.	Financial	Equity	2.9%
Avenue Supermarts Ltd.	Services	Equity	2.7%
Maruti Suzuki India Ltd.	Automobile	Equity	2.7%
Infosys Ltd.	Technology	Equity	2.5%
Indian Railway Finance Corporation Ltd.	Financial	Debenture	1.8%

Rank (total assets)	#10 in India
Total AUM	₹1,09,016.55Cr

Date of Incorporation	16 Dec 1996

Fund benchmark	CRISIL Hybrid 35+65 Aggressive Index

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Bengaluru – 560103
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Min. for 1st investment	₹500
Min. for 2nd investment onwards	₹500

Rating	3
Fund size	₹7,358.60Cr

DSP Equity & Bond Direct IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (83)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.78%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Vikram ChopraJul 2016 - PresentView details

Atul BholeJun 2016 - PresentView details

Dhaval GadaSep 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Vikram Chopra
Jul 2016 - Present
View details

Atul Bhole
Jun 2016 - Present
View details

Dhaval Gada
Sep 2022 - Present
View details