DSP Equity Savings Fund - Regular Plan - Growth

DSP Equity Savings Fund - Regular Plan - Growth is a fund scheme from DSP mutual fund. It falls under a Equity Savings category. After being launched on 2016-03-28. DSP Equity Savings Fund - Regular Plan - Growth has achieved Rs 2417.24 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 1.32%.

• Investing Strategy:

  The investment objective of 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 Scheme’s assets in equity and equity related instruments.

• Performance:

  DSP Equity Savings Fund - Regular Plan - Growth trailing returns over different times are 11.2% (1 year), 10.7% (3 year), 13.18% (5 year). The average annual return of this fund stands at 11.2%

• Fund Manager & Portfolio Allocation:

  Kedar Karnik, Jay Kothari, Abhishek Singh are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Consumer Cyclical, Energy, Communication Services, Basic Materials, , Sectors. First five holdings of this fund are HDFC Bank Ltd, Reliance Industries Ltd, Adani Enterprises Ltd, ICICI Bank Ltd, Kotak Mahindra Bank Ltd, 7.93% Govt Stock 2033, 7.38% Govt Stock 2027, State Government Securities (08/01/2038), Brookfield India Real Estate Trust, 7.09% Govt Stock 2054, Cash Offset For Derivatives, Treps / Reverse Repo Investments, Cash Margin, Axis Bank Limited, Nifty 24000 Put Mar25 Companies.