DSP Equity Savings Fund

Hybrid | Equity Savings Mutual Funds
 | 2
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.4 % 2★ ₹539 7 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.4 %
Min SIP Min Lumpsum Expense Ratio
2★ ₹539 Cr 7 Years
Rating Fund Size Fund Age

Scheme Objective

The scheme is to generate income through investments in fixed income securities and using arbitrage and other derivative strategies. The scheme also intends to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments.

Scheme Performance

Returns and Ranks ( as on 30 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 4.1% 9.3% 7.6% 9.2%
Category Average 3.9% 14.6% 11.9% -

Scheme Allocation

Holding
Sector
Asset
H D F C
6.43%
Tech Mahindra
4.03%
ICICI Bank
3.94%
Axis Bank
3.4%
Jindal Steel
2.81%
Others
79.39%
Debt
24.96%
Banks
11.57%
Finance
10.99%
Insurance
3.54%
Ferrous Metal
2.93%
Others
46.01%
Equity
66.72%
Govt Securities / Sovereign
12.7%
InvITs
5.63%
Non Convertable Debenture
4.89%
Reverse Repos
4.62%
Others
5.44%

Fund House Details

DSP Mutual Fund

DSP Equity Savings Fund

Fund Manager
Kedar Karnik

Exit Load

Exit Load Nil

Advance Ratio

0.01 0.31 0.24 0.04
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 Savings 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 Savings 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 Savings Fund has delivered 9.2% since inception
The NAV of DSP Equity Savings Fund is ₹18.2 as of 30 January 2023.
The expense ratio of DSP Equity Savings Fund is 0.4 % as of 30 January 2023.
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