DSP Equity Fund - Direct (G)

DSP Equity Fund - Direct (G)

AMC Name: DSP Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Atul Bhole
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 2540.14
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,21,28
Entry Load HODING PERIOD FROM DATE OF ALLOTMENT >= 12 MON-NIL
Exit Load HODING PERIOD FROM DATE OF ALLOTMENT >= 12 MON-NIL
Expense Ratio 1.34

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 5.35% 3.11%
3 Month 0.37% -3.81%
6 Month 4.80% -2.56%
1 Year 7.48% -0.88%
3 Year 10.01% 8.55%
5 Year 9.98% 8.28%
Since Inception 13.24% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others