DSP Equity & Bond Fund Growth-0.81%

4Groww
-3.66%
1 Year Return
Hybrid
Aggressive
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

DSP Equity & Bond Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.92%
NAV151.66 (08 Jul 2019)
Fund Started26 May 1999
Fund Size5,915 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DSP Equity & Bond Fund Growth
-3.7%
6.3%
9.8%
14.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -3.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. 10Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity5.7%
    ICICI Bank Ltd.FinancialEquity5.0%
    Bajaj Finance Ltd.FinancialEquity4.8%
    Tata Sons Ltd.FinancialBonds/NCD2.8%
    Shree Cement Ltd.ConstructionEquity2.5%
    Larsen & Toubro Ltd.ConstructionEquity2.5%
    HDFC Bank Ltd.FinancialBonds2.4%
    Tata Consultancy Services Ltd.TechnologyEquity2.4%
    GOISovereignGOI Sec2.2%
    Titan Company Ltd.Cons DurableEquity2.1%
    See All

    Fund Managers

    addAtul Bhole
    Education
    Mr. Bhole is a B.Com (H), Chartered Accountant and MMS.
    Experience
    Prior to joining he has worked with JP Morgan Services Pvt. Ltd. and SBI Treasury.
    Funds Managed

    Other Details

    DSP Equity & Bond Fund Growth is a Hybrid Mutual Fund Scheme launched by . This scheme was introduced to investors on 26 May 1999. Vikram Chopra, Atul Bhole is the Current Fund Manager of DSP Equity & Bond Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹5,915 Cr and the Latest NAV as of 08 Jul 2019 is ₹151.66.

    The DSP Equity & Bond Fund Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 12 months.

    Investment Objective

    Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months
    Exit Load

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    About

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    DSP Mutual Fund
    Asset Management Company
    Custodian
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