DSP Equity Savings Fund - Regular Plan - IDCW

DSP Equity Savings Fund - Regular Plan - IDCW is a scheme launched by DSP Mutual Fund on March 28, 2016, and falls under the Equity Savings fund category. It currently manages an AUM of Rs 3,773.4 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.32% for managing the portfolio.

• 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 - IDCW trailing returns over different times are -0.99% (1 year), 1.08% (3 year) and 2.75% (5 year). The average annual return of this fund stands at -1.16%.