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DSP 3 Years Close Ended Equity Regular Growth

Formerly DSP BR 3 Yrs Close Ended Equity Reg Gr
Returns (5yrs)
9.55 %
Latest NAV
16.36

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  • Tenure
  • Returns %
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Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 20th of February, 07:21 AM

The primary investment objective of the Scheme is to generate capital appreciation by investing predominantly in portfolio of equity and equity-related securities.There is no assurance that the investment objective of the Scheme will be realized.

Fund Managers

  • profile-pic
    Laukik Bagwe
    profile-pic
    Vinit Sambre
  • expense-ratio
    Expense Ratio
    2.65
    benchmark
    Benchmark
    IISL Nifty 500 TR INR
  • Aum image
    AUM
    ₹ 33.77 Crores
    ISIN
    ISIN
    INF740KA1CY3
  • Category Risk:

    High Risk

Holding Information

as on 20th of February, 07:21 AM

Top Holding

Bajaj Finance Ltd
6%
Icici Bank Ltd
6%
Sbi Life Insurance Co Ltd
6%
Hdfc Bank Ltd
6%
Axis Bank Ltd
6%

Top Sectors

Financial Services
33%
Consumer Defensive
10%
Energy
10%
Technology
9%
Consumer Cyclical
9%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 20th of February, 07:21 AM
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  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 20th of February, 07:21 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
1000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

DSP 3 Years Close Ended Equity Regular Growth is a Mid Cap Equity fund and has delivered an annualised return of 9.55% over a period of 5 years. The fund is managed by DSP Investment Managers Private Limited. The fund managers names are Laukik Bagwe, Vinit Sambre. The primary investment objective of the Scheme is to generate capital appreciation by investing predominantly in portfolio of equity and equity-related securities.There is no assurance that the investment objective of the Scheme will be realized. The fund charges 2.65000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹1000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.