DSP Equity & Bond Fund

Hybrid | Aggressive Hybrid Mutual Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.79 % 3★ ₹7,650 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.79 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹7,650 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 09 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -0.3% 14.6% 10.9% 13.5%
Category Average 7.1% 16.7% 14.5% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
5.52%
Bajaj Finance
4.34%
Infosys
3.47%
Avenue Super.
3.08%
Maruti Suzuki
2.75%
Others
80.84%
Debt
25.04%
Banks
17.2%
Finance
9.06%
Industrial Products
5.01%
Consumer Durables
4.39%
Others
39.3%
Equity
75.27%
Govt Securities / Sovereign
13.7%
Non Convertable Debenture
6%
Certificate of Deposit
4.68%
Reverse Repos
0.66%

Fund House Details

DSP Mutual Fund

DSP Equity & Bond Fund

Fund Manager
Atul Bhole

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.

Advance Ratio

-0.03 0.83 0.69 -0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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

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"
The DSP Equity & Bond Fund has delivered 13.5% since inception
The NAV of DSP Equity & Bond Fund is ₹257.3 as of 09 December 2022.
The expense ratio of DSP Equity & Bond Fund is 0.79 % as of 09 December 2022.
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”.
Invest Now