DSP Equity & Bond Fund Direct Plan Growth - Regular - Latest NAV [ ₹256.99 ], Returns, Performance, Portfolio & Returns 2021

DSP Equity & Bond Fund Direct Plan Growth

  • highlight
  • highlight

Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years16.02%
3 Years20.6%
1 Year31.99%
6 Months12.63%
Fund Details
RiskVery High Risk
Fund TypeAggressive Allocation
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd6.93%
5.63% Govt Stock 20266.34%
HDFC Bank Ltd5.17%
Treps / Reverse Repo Investments / Corporate Debt Repo3.67%
UltraTech Cement Ltd2.98%
Avenue Supermarts Ltd2.95%
Infosys Ltd2.82%
Bajaj Finance Ltd2.8%
Bajaj Finserv Ltd2.78%
7.26% Govt Stock 20292.42%

About DSP Equity & Bond Fund - Direct Plan - Growth

The DSP Equity & Bond Fund - Direct Plan - Growth aims to offer capital growth in the long-run, by investing in equity and fixed income securities. The fund manager focuses on high growth stocks, to generate higher return and balances risk by investing in fixed income securities.

Pros and Cons of DSP Equity & Bond Fund - Direct Plan - Growth

DSP Equity & Bond Fund - Direct Plan - Growth invests in a mix of stocks and also fixed income. The fund manager invests in a portfolio with a higher proportion of growth stocks to offer maximum returns. A part of the portfolio is in fixed income which cushions the portfolio on a stock market crash. On the flip side, returns are lower as compared to equity funds.

Fund Information and Statistics

i) Inception/Launch Date

The DSP Equity & Bond Fund was launched on 01 January 2013.

ii) Risk Level

DSP Mutual Fund has classified DSP Equity & Bond Fund as 'moderately high' risk fund. It is riskier as compared to liquid funds.

iii) Redemption

DSP Equity & Bond Fund is open-ended. You can place a redemption request at any time.

iv) Fund Manager

Mr Atul Bhole and Mr Vikram Chopra are the current fund managers of DSP Equity & Bond Fund.

v) Entry/Exit Load

SEBI regulations have prevented fund houses from levying entry loads. An exit load of 1% would be levied to the units in excess of 10%, on redeeming within 364 days from the date of investment.

About DSP Mutual Fund

DSP Mutual Fund started as a joint venture between DSP Group of India and Merill Lynch of USA, way back in 1996. It is one of the top Asset Management Companies (AMC) and has DSP ADIKO Holdings Pvt. Ltd. and DSP HMK Pvt. Ltd. as the sponsors. DSP Trustee Company Pvt. Ltd. is the trustee. As of June 2020, DSP Mutual Fund had Assets Under Management (AUM) of a massive Rs 73,450 crore.

Customer Reviewsstar

  • " Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "

    IT Developer, Bangalore
  • " I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "

    Software Engineer, Indore
  • " Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "

    Campus Manager, Bangalore

Invest Now in 3 Easy Stepsstar

  • 1
  • 2
  • 3

Why ClearTax Invest?

  • checkOur experts do all the research and offer only the BEST mutual funds
  • checkTrusted by Over 25 Lakh Indians
  • checkInvest in just 5 minutes
  • checkNo paperwork required
  • checkSimple and easy to use

Frequently Asked Questions

  • Read More

Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns