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DSP Equity Savings Fund Direct IDCW Monthly

Hybrid
Equity Savings
Moderately High Risk
12.47%
3Y annualised
-0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹15.15
Min. SIP amountNA
Rating3star
Fund size₹389.40 Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns23.3%12.5%9.2%10.5%
Category average20.4%8.3%8.2%NA
Rank with in category1178NA
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Holdings (50)

NameSectorInstrumentAssets
FinancialEquity6.9%
EnergyNCD6.9%
FinancialEquity5.2%
Powergrid Infrastructure Investment Trust
ServicesInfra Invest Trust4.0%
TechnologyEquity3.7%
EngineeringEquity3.5%
FinancialEquity3.3%
EnergyEquity3.3%
HealthcareEquity3.2%
FMCGEquity3.2%
See All

Pros and cons

info
Category: Hybrid Equity Savings
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.83%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower AUM: 389Cr. Funds with lower AUM tend to have higher expense ratio
Lower alpha: -2.22 The fund has generated returns lower than benchmark - Groww Debt Hybrid - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.83%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption 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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Gopal Agrawal
Aug 2018 - Present
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Kedar Karnik
Jul 2021 - Present
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Vinit Sambre
Jun 2020 - Present
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Jay Kothari
Mar 2018 - Present
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Saurabh Bhatia
Mar 2018 - Present
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Abhishek Singh
May 2021 - Present
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Fund house & investment objective

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Fund house contact details

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