DSP Equity & Bond Direct Growth-0.07%

3Groww
16.97%
1 Year Return
Hybrid
Aggressive
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

DSP Equity & Bond Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.87%
NAV171.70 (15 Nov 2019)
Fund Started01 Jan 2013
Fund Size6,303 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DSP Equity & Bond Direct Growth
17.0%
11.9%
10.8%
13.2%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
6
12
3
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 17.0% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity6.8%
    ICICI Bank Ltd.FinancialEquity6.0%
    HDFC Bank Ltd.FinancialEquity5.7%
    Hindustan Unilever Ltd.FMCGEquity3.3%
    Kotak Mahindra Bank Ltd.FinancialEquity3.2%
    Asian Paints Ltd.ChemicalsEquity2.9%
    HDFC Bank Ltd.FinancialBonds2.5%
    Tata Consultancy Services Ltd.TechnologyEquity2.3%
    Axis Bank Ltd.FinancialEquity1.9%
    Shree Cement Ltd.ConstructionEquity1.9%
    See All

    Fund Managers

    addVikram Chopra
    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.
    Funds Managed

    Other Details

    DSP Equity & Bond Direct Growth is a Hybrid Mutual Fund Scheme launched by DSP BlackRock Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Vikram Chopra, Atul Bhole is the Current Fund Manager of DSP Equity & Bond Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹6,303 Cr and the Latest NAV as of 15 Nov 2019 is ₹171.70.

    The DSP Equity & Bond Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 12 months.

    Investment Objective

    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.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months
    Exit Load

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    About DSP BlackRock Mutual Fund

    Address
    Mafatlal Centre, 10th Floor, Nariman Point Mumbai 400021
    Phone
    022 66578000
    Launch Date
    15 Dec 1996
    DSP Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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    + ₹1,000
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