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  • DSP Quant Fund (Growth)
DSP Mutual Funds

DSP Quant Fund (Growth)

EquitySectoral / Thematic - Quant

16.62

NAV (Dec 02)

15.8%
Till Date CAGR
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

16.62

NAV (Dec 2)

Fund Returns

Last 1Y

-0.5%

Last 3Y

16.1%

Last 5Y

NA

Last 10Y

NA

Since Inception

15.8%

6 Month CAGR

11.1%

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

1.27

Launched (3y ago)

Jun 10, 2019

AUM in Crores

1369.727

ISIN

INF740KA1NN3

Lock-in

No Lock-in

Benchmark

S&P BSE 200 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

20.9

Standard Deviation (5yr)

0

Beta (3yr)

0.9

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Aparna Karnik

Fund Manager

Diipesh Shah

Fund Manager

Prateek Nigudkar

Fund Manager

Anil Ghelani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

icici bank ltd

5.2%
5.2%

housing development finance corp ltd

4.4%
4.4%

hdfc bank ltd

4.3%
4.3%

bajaj finserv ltd

4.1%
4.1%

bajaj finance ltd

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

32.5%
32.5%

basic materials

13.4%
13.4%

consumer defensive

12.3%
12.3%

technology

12.3%
12.3%

consumer cyclical

10.8%
10.8%
See all sectors

Compare DSP Quant Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 125,326 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66578000
  • service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.8%

    14.6%

    18.5%

    14.3%

    18.5%

    14.3%

    21.6%

    16.4%

    13.5%

    14.4%

    DSP Quant Fund (G) Review

    DSP Quant Fund (G) is a Sectoral / Thematic - Quant Equity fund and has delivered an annualised return of 15.8% over a period of 3 years. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Anil Ghelani, Aparna Karnik, Diipesh Shah, Prateek Nigudkar.

    Nav of DSP Quant Fund (G) as of 12/2/2022 is ₹16.62 with the total AUM as of 12/3/2022 is ₹1369.727. 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 -0.5% 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 stocks 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 1.27% for regular plan.