DSP Equity Savings Fund - Regular Plan - Growth

Fund House: DSP Mutual Fund
Category: Hybrid: Equity Savings
Launch Date: 28-03-2016
Asset Class: Mixed Asset
Benchmark: NIFTY Equity Savings TRI
TER: 1.3% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,475.66 Cr As on 28-02-2025(Source:AMFI)
Turn over: 15% | Exit Load: Nil

21.216

8.66%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Equity Savings TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 4.13
Sharpe Ratio 0.64
Alpha 1.19
Beta 0.79
Yield to Maturity 6.98
Average Maturity 4.2

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 10.82 13.51 9.95 13.77 -
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 05-10-2014 9.54 13.13 9.98 11.9 8.54
Invesco India Equity Savings Fund - Regular Plan - Growth 15-02-2019 9.11 14.96 9.41 10.56 -
Mirae Asset Equity Savings Fund- Regular Plan- Growth 15-12-2018 9.04 14.18 10.08 14.67 -
HSBC Equity Savings Fund - Regular Growth 01-01-2013 9.01 15.44 10.46 15.02 8.2
Tata Equity Savings Fund -Regular Plan-Growth Option 26-04-1997 8.86 12.74 9.03 11.53 7.07
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 8.8 14.73 10.31 13.01 8.1
ICICI Prudential Equity Savings Fund - Cumulative option 05-12-2014 7.7 9.83 8.34 11.47 7.92
SBI Equity Savings Fund - Regular Plan - Growth 01-05-2015 7.3 14.32 9.62 13.86 -
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 10-11-2014 7.24 11.65 7.39 11.13 7.47

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets and minimum investment in debt - 10% of total assets. Minimum hedged & unhedged to be stated in the SID. Asset Allocation under defensive considerations may also be stated in the Offer Document.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.34%

Others

-2.65%

Large Cap

54.13%

Mid Cap

7.92%

Feedback
Notification