DSP Equity & Bond Fund
100
Min SIP
100
Min Lumpsum
0.76 %
Expense Ratio
Rating
7,388
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.7% | 20.7% | 11.9% | 13.2% | ||||
| Category Average | 14% | 25% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
Bajaj Finance
ICICI Bank
Axis Bank
Avenue Super.
Others
Advance Ratio
0.2
Alpha
3.44
SD
0.71
Beta
0.45
Sharpe
Exit Load
| Exit Load | If upto 10% of the units (the limit) purchased/switched in within 12 months from the date of allotment:Nil. Holding period from date of allotment: < 12 months - 1% >=12 months - NIL. |
|---|
Fund Objective
Seeks to generate long term capital appreciation and current income from a portfolio constituting equity and equity related securities as well as fixed income securities.
Fund Managers
Atul Bhole - Investment Team - Vice President
Mr Atul Bhole is the vice president for investments. With a diverse and rich experience of 10 years, he has worked with popular funds like Tata Balanced Fund and Midcap Growth Fund. He has worked with equity research across sectors like the BFSI, IT and Telecom. He currently manages six schemes of the AMC. He has managed various telecom companies in the APAC region and the financial investment and planning roles he undertook.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 22,144
-
14.1%Fund Size - 22,144
-
29.4%Fund Size - 22,144
-
15.5%Fund Size - 22,144
-
- Hybrid .
- Aggressive Hybrid .
-
- 4,440
-
14.8%Fund Size - 4,440
-
25.3%Fund Size - 4,440
-
11%Fund Size - 4,440
-
- Hybrid .
- Aggressive Hybrid .
-
- 2,820
-
15.3%Fund Size - 2,820
-
24.9%Fund Size - 2,820
-
6.9%Fund Size - 2,820
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,249
-
15.6%Fund Size - 3,249
-
23.3%Fund Size - 3,249
-
11.2%Fund Size - 3,249
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,374
-
13%Fund Size - 1,374
-
22.4%Fund Size - 1,374
-
11.1%Fund Size - 1,374
AMC Contact Details
DSP Mutual Fund
AUM:
1,07,911 Cr
Address:
Mafatlal Centre,
10th Floor,
Nariman Point, Mumbai 400 021.
Contact:
022-66578000
Email ID:
service@dspim.com
Frequently Asked Questions
How to invest in DSP Equity & Bond Fund ?
You can invest in DSP Equity & Bond Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for DSP Equity & Bond Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of DSP Equity & Bond Fund ?
The NAV of DSP Equity & Bond Fund is ₹268 as of 31 May 2023.
How to redeem DSP Equity & Bond Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of DSP Equity & Bond Fund?
The minimum SIP amount of DSP Equity & Bond Fund is ₹100
What are the top sectors DSP Equity & Bond Fund has invested in??
The top sectors DSP Equity & Bond Fund has invested in are
- HDFC Bank - 6.88%
- Bajaj Finance - 5.86%
- ICICI Bank - 5.35%
- Axis Bank - 2.98%
- Avenue Super. - 2.81%
How much returns have DSP Equity & Bond Fund generated ?
The DSP Equity & Bond Fund has delivered 13.2% since inception
What is the expense ratio of DSP Equity & Bond Fund ?
The expense ratio of DSP Equity & Bond Fund is 0.76 % as of 31 May 2023.
What is the AUM of DSP Equity & Bond Fund?
The AUM of DSP Equity & Bond Fund is ₹1,07,911 Cr as of 31 May 2023
What are the top stock holdings of DSP Equity & Bond Fund?
The top stock holdings of DSP Equity & Bond Fund are
- HDFC Bank - 6.88%
- Bajaj Finance - 5.86%
- ICICI Bank - 5.35%
- Axis Bank - 2.98%
- Avenue Super. - 2.81%