Click here for top ranked funds in sectoral / thematic - quant mutual funds.
However, Scripbox does not recommend investing in sectoral / thematic - quant mutual funds.
This category has few funds and relatively small amounts invested in them.
The broad market benchmark index has performed moderately well over time however, funds in this category have underperformed the benchmark index.Quant funds depend on mathematical models to construct portfolios.Investors are therefore better off investing in diversified funds rather than this category.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected,weighed and rebalanced using stock screeners,factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing 'good investing principles' such as growth,value and quality within risk constraints. However,there can be no assurance that the investment objective of the scheme will be realized.
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.
DSP Investment Managers Private Limited manages assets worth 95,150 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 51 equity,156 debt and 26 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
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About DSP Quant Fund (DR-A)
About DSP Quant Fund (DR-A)
DSP Quant Fund (DR-A) is a sectoral / thematic - quant equity fund and has delivered an annualised return of 22.5% over a period of 2 years ..The fund is managed by DSP Investment Managers Private Limited.The fund managers are Anil Ghelani, Diipesh Shah
DSP Quant Fund (DR-A) Investment Objective
The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected,weighed and rebalanced using stock screeners,factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing 'good investing principles' such as growth,value and quality within risk constraints. However,there can be no assurance that the investment objective of the scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
DSP Quant Fund (DR-A) NAV,AUM,Risk
The DSP Quant Fund (DR-A) fund was launched on Jun 10, 2019. The NAV (Net Asset Value) of this sectoral / thematic - quant equity as of 2021-03-05 is ₹ 14.048. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 583.331. The category risk of the DSP Quant Fund (DR-A) fund is Moderately High Risk.
The fund charges 1.31 % as expense ratio.
DSP Quant Fund (DR-A) Holdings
The fund’s highest allocation is towards equity and has invested 98.6% in this asset class. The top three holdings of the fund are housing development finance corp ltd,hdfc bank ltd and bajaj finance ltd
DSP Quant Fund (DR-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
DSP Quant Fund (DR-A) Investment volatility and Horizon
This fund 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 S&P BSE 200 India TR INR
DSP Quant Fund (DR-A) Review
DSP Quant Fund (DR-A) has a score of 1 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, DSP Quant Fund (DR-A) has a score of 3 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
