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: 1.26% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 2,704.02 Cr As on 30-04-2025(Source:AMFI)
Turn over: 15% | Exit Load: Nil

21.691

8.76%

PERFORMANCE

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

Created with Highstock 2.1.5Rate of ReturnDSP Equity Savings Fund - Regular Plan - GrowthAK Equity Savings TRIHybrid: Equity SavingsGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
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
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 4.19
Sharpe Ratio 0.95
Alpha 1.23
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 10.78 12.69 10.82 13.24 -
LIC MF Equity Savings Fund-Regular Plan-Growth 01-01-2013 9.8 12.5 10.47 11.37 6.89
Mirae Asset Equity Savings Fund- Regular Plan- Growth 15-12-2018 9.75 13.09 11.97 14.55 -
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 05-10-2014 9.56 12.72 11.33 11.87 8.82
ICICI Prudential Equity Savings Fund - Cumulative option 05-12-2014 9.26 9.79 8.86 11.01 8.09

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

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PORTFOLIO

Market Cap Distribution

Small Cap

4.02%

Others

-2.33%

Large Cap

55.52%

Mid Cap

6.52%

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