- Mutual Funds
- DSP Mutual Fund
- DSP Equity Savings Fund (G)
DSP Equity Savings Fund (G)
₹ 21.038
NAV (Sep 18)
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
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.038
NAV (Sep 18)
Fund Returns
Last 1Y | 16.4% |
Last 3Y | 9% |
Last 5Y | 11.2% |
Last 10Y | NA |
Since Inception | 9.1% |
6 Month CAGR | 11% |
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 | 1.37 |
Launched (0y ago) | 1.37 |
AUM in Crores | 1735.4 |
ISIN | INF740KA1439 |
Lock-in | |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 4.4 |
Beta | 0.7 |
Sharpe Ratio | 0.8 |
YTM | 7.08 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Equity Savings Fund (G) | 9,64,042 | 2,31,430 | 11.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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 before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
38.8%HDFC Bank Ltd.
8.3%Vodafone Idea Ltd.
7.6%Others
4.3%GOI
4.3%Allocation by Sector
Financial
11.769274%Healthcare
4.318908%Automobile
2.810046%Technology
2.721503%Insurance
2.378788%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,347 cr | ||
₹ 48,201 cr | ||
₹ 12,399 cr | ||
₹ 5,088 cr | ||
₹ 24,644 cr |
About the AMC
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.242% | 16.226% | ||
6.969% | 3.3% | ||
33.988% | 19.063% | ||
19.509% | 27.313% | ||
8.233% | 8.855% |
DSP Equity Savings Fund (G) Review
DSP Equity Savings Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 9.147% over a period of 8 years. The fund is managed by DSP Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of DSP Equity Savings Fund (G) as of 9/18/2024 is ₹21.04 with the total AUM as of 9/19/2024 is ₹1735.399511. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Savings Fund (G) was launched on 2016-03-28. The category risk of the fund is Above Average.
The minimum SIP amount for DSP Equity Savings Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is DSP Equity Savings Fund (G)?
How to invest in DSP Equity Savings Fund (G)?
You can invest in DSP Equity Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of DSP Equity Savings Fund (G)?
The minimum sip amount for DSP Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Equity Savings Fund (G) good to invest in?
As per Scripbox experts, DSP Equity Savings Fund (G) is a 3 fund. You can investDSP Equity Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the DSP Equity Savings Fund (G)?
The expense ratio of the DSP Equity Savings Fund (G) is 1.37% for regular plan.