Fund Details
DSP Equity Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.01% |
| NAV | ₹52.78 (20 Jan 2021) |
|---|---|
| Fund Started | 07 Jun 2007 |
| Fund Size | ₹4,613 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
6. 10Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.7% |
| ICICI Bank Ltd. | Financial | Equity | 7.3% |
| Infosys Ltd. | Technology | Equity | 3.8% |
| Bajaj Finance Ltd. | Financial | Equity | 3.5% |
| Bharti Airtel Ltd. | Communication | Equity | 3.1% |
| Ultratech Cement Ltd. | Construction | Equity | 3.0% |
| Muthoot Finance Ltd. | Financial | Equity | 2.8% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.7% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.6% |
Fund Managers
DSP Equity Fund Growth Details
DSP Equity Fund Growth is a Equity Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 07 Jun 2007. Atul Bhole is the Current Fund Manager of DSP Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,613 Cr and the Latest NAV as of 20 Jan 2021 is ₹52.78.
The DSP Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed less than 12 months
Investment Objective
The scheme seeks to generate long-term capital appreciation, from a portfolio which is substantially constituted of equity and equity related securities and may also invest a certain portion of its corpus in debt and money market securities, in order to meet liquidity requirements from time to time. In Picking out individual investment opportunities for the portfolio, the investment manager will seek both value & growth.
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.
