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  • DSP Focus Fund (RIDCW-A)

Formerly DSP Blackrock Focus Reg DR

DSP Mutual Funds

DSP Focus Fund (RIDCW-A)

EquityFocused

21.702

NAV (Jun 12)

13.4%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Invest in this fund
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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

21.702

NAV (Jun 12)

Fund Returns

Last 1Y
41.4%
Last 3Y
15.9%
Last 5Y
16%
Last 10Y
13.7%
Since Inception
12.1%
6 Month CAGR
15.4%

Scheme Information

Investment Objective

The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equityrelated securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives,of upto 30 companies. The Scheme may also invest in debt and money market securities,for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
2.07
Launched (14y ago)
Jun 10, 2010
AUM in Crores
2338.453
ISIN
INF740K01AC7
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.1
Standard Deviation (5yr)
20.5
Beta (3yr)
0.98
Beta (5yr)
1
Sharpe Ratio (3yr)
0.419
Sharpe Ratio (5yr)
0.437
YTM
0
Fund Managers

Jay Kothari

Fund Manager

Vinit Sambre

Fund Manager

Bhavin Gandhi

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 (RIDCW-A)70%10,20,880 2,88,26813.4%
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 2024-06-12

Top Stock Holdings

bajaj finance ltd

6.4%
6.4%

kirloskar oil engines ltd

4.6%
4.6%

icici bank ltd

4.5%
4.5%

hdfc bank ltd

4.4%
4.4%

polycab india ltd

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

30.7%
30.7%

consumer cyclical

12.5%
12.5%

industrials

12.4%
12.4%

basic materials

10.1%
10.1%

healthcare

9.1%
9.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 156,021 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,114 debt and 19 hybrid funds.amc-img
phone-img022-66578000
Fund NameScripbox Opinion
Till Date CAGR

20%

15.7%

17.9%

15.1%

17.9%

15.1%

36.5%

18.9%

7.5%

8.7%

DSP Focus Fund (RIDCW-A) Review

DSP Focus Fund (RIDCW-A) is a Focused Equity fund and has delivered an annualised return of 11.2% over a period of 14 years. The fund was previously known as DSP Blackrock Focus Reg DR. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Bhavin Gandhi, Jay Kothari, Vinit Sambre.

Nav of DSP Focus Fund (RIDCW-A) as of 6/12/2024 is ₹21.70 with the total AUM as of 6/13/2024 is ₹2338.453. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Focus Fund (RIDCW-A) was launched on Jun 10, 2010. The category risk of the fund is Very High Risk.

The minimum SIP amount for DSP Focus Fund (RIDCW-A) 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 (RIDCW-A) 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 TR INR.

DSP Focus Fund (RIDCW-A) is rated as a 2 fund in Equity and delivered 29.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Focus Fund (RIDCW-A).

Frequently Asked Questions

What is DSP Focus Fund (RIDCW-A)?

DSP Focus Fund (RIDCW-A) is a Focused 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 (RIDCW-A)?

You can invest in DSP Focus Fund (RIDCW-A) 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 (RIDCW-A)?

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

Is DSP Focus Fund (RIDCW-A) good to invest in?

As per Scripbox experts, DSP Focus Fund (RIDCW-A) is a Neutral fund. You can investDSP Focus Fund (RIDCW-A) 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 (RIDCW-A)?

The expense ratio of the DSP Focus Fund (RIDCW-A) is 2.07% for regular plan.