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DSP Mutual Funds

DSP Quant Fund (Growth)

EquitySectoral / Thematic - Quant

19.724

NAV (May 24)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

19.724

NAV (May 24)

Fund Returns

Last 1Y
22.1%
Last 3Y
11.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
14.7%
6 Month CAGR
11.6%

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.

Expense Ratio
1.26
Launched (5y ago)
Jun 10, 2019
AUM in Crores
1179.229
ISIN
INF740KA1NN3
Lock-in
No Lock-in
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.6
Standard Deviation (5yr)
0
Beta (3yr)
0.95
Beta (5yr)
0
Sharpe Ratio (3yr)
0.483
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Aparna Karnik

Fund Manager

Diipesh Shah

Fund Manager

Prateek Nigudkar

Fund Manager

Anil Ghelani

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 Quant Fund (Growth)70%9,62,096 2,29,48411.1%
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 2024-05-24

Top Stock Holdings

hdfc bank ltd

6.5%
6.5%

icici bank ltd

5.5%
5.5%

hero motocorp ltd

3.5%
3.5%

kotak mahindra bank ltd

3.5%
3.5%

tata consultancy services ltd

3.5%
3.5%
See all holdings

Allocation by Sector

financial services

32.5%
32.5%

technology

14.6%
14.6%

basic materials

13.1%
13.1%

healthcare

11.9%
11.9%

consumer defensive

10.5%
10.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 149,377 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

20.4%

15.6%

18.2%

15%

18.2%

15%

38.9%

19%

7.7%

8.7%

DSP Quant Fund (G) Review

DSP Quant Fund (G) is a Sectoral / Thematic - Quant Equity fund and has delivered an annualised return of 14.7% over a period of 4 years. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Anil Ghelani, Aparna Karnik, Diipesh Shah, Prateek Nigudkar.

Nav of DSP Quant Fund (G) as of 5/24/2024 is ₹19.72 with the total AUM as of 5/27/2024 is ₹1179.229. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Quant Fund (G) was launched on Jun 10, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for DSP Quant 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 Quant 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 S&P BSE 200 India TR INR.

DSP Quant Fund (G) is rated as a 0 fund in Equity and delivered 22.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Quant Fund (G).

Frequently Asked Questions

What is DSP Quant Fund (G)?

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

How to invest in DSP Quant Fund (G)?

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

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

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

As per Scripbox experts, DSP Quant Fund (G) is a Not Reviewed Yet fund. You can investDSP Quant 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 Quant Fund (G)?

The expense ratio of the DSP Quant Fund (G) is 1.26% for regular plan.