DSP Focused Fund - Regular Plan - IDCW

DSP Focused Fund - Regular Plan - IDCW is a scheme launched by DSP Mutual Fund on June 10, 2010, and falls under the Focused fund category. It currently manages an AUM of Rs 2,637.79 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 2.03% for managing the portfolio.

• Investing Strategy:

  The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements

• Performance:

  DSP Focused Fund - Regular Plan - IDCW trailing returns over different times are -3.98% (1 year), 8.52% (3 year) and 7.94% (5 year). The average annual return of this fund stands at -0.9%.