DSP Equity Savings Fund Regular Growth+2.73%

2Groww
2.94%
1 Year Return
Hybrid
Equity Savings
2.0 star
6M
1Y
3Y
All

Fund Details

DSP Equity Savings Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.17%
NAV12.66 (20 Sep 2019)
Fund Started28 Mar 2016
Fund Size1,062 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DSP Equity Savings Fund Regular Growth
2.9%
5.0%
NA
6.2%
Category Average
1.0%
5.7%
NA
-
Rank within category
13
8
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 2.9% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.3%
    HDFC Bank Ltd.FinancialEquity5.8%
    Bajaj Finance Ltd.FinancialEquity4.5%
    India Grid TrustEngineeringEquity3.8%
    HDFC Bank Ltd.FinancialFixed Deposits3.0%
    State Bank of IndiaFinancialBonds2.5%
    HDFC Bank Ltd.FinancialBonds2.4%
    IRB InvIT FundConstructionEquity2.3%
    SBI Cards & Payments Services Ltd.FinancialBonds/Deb2.3%
    Shriram Transport Finance Co. Ltd.FinancialNCD2.3%
    See All

    Fund Managers

    addJay Kothari
    Education
    Mr. Kothari is a BMS and MBA from Mumbai University .
    Experience
    Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
    Funds Managed
    addSaurabh Bhatia
    Education
    Mr. Bhatia holds Post Graduation Diploma in Business Management, Finance.
    Experience
    Prior to joining DSPBR Mutual Fund, had worked with ICICI Bank, HSBC Global Asset Management.
    Funds Managed

    Other Details

    DSP Equity Savings Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by DSP BlackRock Mutual Fund. This scheme was introduced to investors on 28 Mar 2016. Kedar Karnik, Vikram Chopra, Mayur Patel is the Current Fund Manager of DSP Equity Savings Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹1,062 Cr and the Latest NAV as of 20 Sep 2019 is ₹12.66.

    The DSP Equity Savings Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. For units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

    Investment Objective

    The investment objective of the Scheme is to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. The Scheme also intends to generate long-term capital appreciation by investing a portion of the Schemeâ??s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

    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
    For units in excess of 10% of the investment,1% will be charged for redemption 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
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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