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Dsp Equity And Bond Fund - Direct Plan - Growth

Hybrid | Aggressive Hybrid Fund

(NAV as of 11/06/2024)
351.18 (0.18)

3Y Returns

14.4%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.67%

Fund Size

8840 Cr

Inception Date

31-Dec-12

Fund Manager

Rohit Singhania

Exit Load

NIL upto 10% of investment within 12M, 1% exceding 10% of investment within 12M, NIL after 12M.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

72.75%

Debt & Others

27.25%

Market Cap Allocation

Large Cap

39.73%

Mid Cap

17.51%

Small Cap

15.51%

Other Cap

27.25%

Sector Allocation

Finance

20.28%

Banks

18.95%

Govt-Sec

10.05%

Internet and Technology

7.15%

Automobiles

5.88%

Top Ten Holdings

Bajaj Finance Ltd

5.35%

HDFC Bank Ltd

3.89%

ICICI Bank Ltd

3.88%

7.59% GOI 2026

3.15%

Power Finance Corporation Ltd

2.95%

Investment Objective

To Generate Long Term Capital Appreciation And Current Income From A Portfolio Constituting Equity And Equity Related Securities As Well As Fixed Income Securities.

Fund House Detail

AMC Name

DSP Investment Managers Private Limited

Address

Mafatlal Centre,10th Floor, Nariman Point,Mumbai - 400 021

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