- Mutual Funds
- DSP Mutual Fund
- DSP Equity Savings Fund Direct Growth
DSP Equity Savings Fund Direct Plan Growth
₹ 24.14
NAV (Apr 25)
Equity Savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class
Scheme Information
The Scheme seeks 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 Scheme's assets in equity and equity related instruments.
Expense Ratio | 0.42 % |
Launched 9Y ago | 2016-03-28 |
AUM in Crores | 2517.2 |
ISIN | INF740KA1504 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 4.1 |
Beta | 0.6 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
38.84%HDFC Bank Ltd.
8.27%Vodafone Idea Ltd.
7.63%Others
4.31%GOI
4.28%
Allocation by Sector
Financial
12.98%Energy
3.8%Automobile
3.72%Healthcare
2.82%Consumer Staples
2.09%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 55,360 cr | ||
₹ 3,309 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
