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  • DSP Focus Fund (G)
DSP Mutual Funds

DSP Focus Fund (G)

EquityFocused

56.839

NAV (Sep 27)

18.863%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in focused mutual funds.

Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

56.839

NAV (Sep 27)

Fund Returns

Last 1Y
46.6%
Last 3Y
17.6%
Last 5Y
18.9%
Last 10Y
14.2%
Since Inception
12.9%
6 Month CAGR
30.5%

Scheme Information

Investment Objective

The scheme portfolio will largely consist of companies, which are amongst the top 200 companies by market capitalisation. The portfolio will limit exposure to companies beyond the top 200 companies by market capitalization upto 20% of the net asset value. The scheme will also have at least 95% of the invested amount across the top 25 holdings in the portfolio which excludes debt & money market securities.

Expense Ratio
2.02
Launched (0y ago)
2.02
AUM in Crores
2667.2
ISIN
INF740K01532
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
14.6
Beta
1
Sharpe Ratio
0.8
YTM
-
Fund Managers

Bhavin Gandhi

Fund Manager

Jay Kothari

Fund Manager

Vinit Sambre

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Focus Fund (G)70%11,79,831 4,47,21918.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-12-21

Top Stock Holdings

Bajaj Finance Ltd.

5.8%
5.83%

ICICI Bank Ltd.

5.4%
5.38%

Infosys Ltd.

5.2%
5.17%

Coforge Ltd.

4.3%
4.28%

HDFC Bank Ltd.

4.2%
4.22%
See all holdings

Allocation by Sector

Financial

27.76%
27.76%

Technology

11.68%
11.68%

Automobile

10.44%
10.44%

Healthcare

10.3%
10.3%

Capital Goods

9.28%
9.28%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

DSP Mutual Fund

amc-img
phone-img1800-208-4499 / 1800-200-4499
Fund NameScripbox Opinion
Till Date CAGR

20.886%

16.324%

11.15%

3.995%

34.858%

19.113%

20.627%

27.251%

8.531%

8.882%

DSP Focus Fund (G) Review

DSP Focus Fund (G) is a Equity Equity fund and has delivered an annualised return of 12.911% over a period of 14 years. The fund is managed by DSP Mutual Fund. The fund managers are Bhavin Gandhi, Jay Kothari, Vinit Sambre.

Nav of DSP Focus Fund (G) as of 9/27/2024 is ₹56.84 with the total AUM as of 9/29/2024 is ₹2667.2351. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Focus Fund (G) was launched on 2010-06-10. The category risk of the fund is Above Average.

The minimum SIP amount for DSP Focus 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.

DSP Focus Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

DSP Focus Fund (G) is rated as a 2 fund in Equity and delivered 46.56% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Focus Fund (G).

Frequently Asked Questions

What is DSP Focus Fund (G)?

DSP Focus Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in DSP Focus Fund (G)?

You can invest in DSP Focus 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 Focus Fund (G)?

The minimum sip amount for DSP Focus Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is DSP Focus Fund (G) good to invest in?

As per Scripbox experts, DSP Focus Fund (G) is a 2 fund. You can investDSP Focus 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 Focus Fund (G)?

The expense ratio of the DSP Focus Fund (G) is 2.02% for regular plan.