DSP Equity & Bond Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
12.87%
3Y annualised
-1.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Sep 2022₹229.62
Min. SIP amountNot Supported
Rating3
Fund size₹7,643.64Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-4.6%12.9%10.3%14.4%
Category average3.4%15.2%10.0%NA
Rank with in category422214NA
Understand terms

Holdings (75)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity7.6%
ICICI Bank Ltd.FinancialEquity5.5%
Bajaj Finance Ltd.FinancialEquity4.4%
GOI
SovereignGOI Sec3.7%
Infosys Ltd.TechnologyEquity3.4%
Avenue Supermarts Ltd.ServicesEquity3.1%
Bajaj Finserv Ltd.FinancialEquity2.9%
Maruti Suzuki India Ltd.AutomobileEquity2.5%
GOI
SovereignGOI Sec2.2%
Axis Bank Ltd.FinancialEquity2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.86%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Vikram 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

Fund house & investment objective

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,

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