DSP Equity Fund Growth - Latest NAV ₹47.246, Returns, Performance & Portfolio

DSP Equity Fund Growth

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 9.9 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years10.9%
5 Years11.93%
3 Years7.6%
1 Year11.95%
6 Months39.41%
Fund Details
RiskModerately High risk
Fund TypeMulti-Cap
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd7.53%
ICICI Bank Ltd6.88%
Bajaj Finance Ltd4.43%
Infosys Ltd3.78%
Kotak Mahindra Bank Ltd3.77%
Muthoot Finance Ltd3.53%
UltraTech Cement Ltd3.37%
Bharti Airtel Ltd3.26%
Tata Consultancy Services Ltd2.97%
Dr Reddy's Laboratories Ltd2.83%

About DSP Equity Fund

Being an open-ended growth scheme it seeks to generate long term capital appreciation from a portfolio substantially constituted of equity related securities and equity securities and invest certain amount of its corpus in money market and debt securities from time to time to meet the liquidity requirements.

Pro and Cons of DSP Equity Fund

Investing in DSP Equity funds has different advantages and disadvantages:

  1. Equity share investments are entitlement for dividend.
  2. Limited liability control, the investment manager will seek both growth and value.
  3. Fluctuation in market price, high risk and sometimes dividend uncertainty are the disadvantages.

Fund Information and Statistics of DSP Equity Fund

i) Inception / Launch date

DSP Equity Fund was launched on 29th April, 1997 by DSP Mutual Fund.

ii) Risk level

Investing in this scheme is moderately high risk as with the fluctuation of market price returns on investment get affected. Dividend uncertainty is another reason of risk.

iii) Redemption

Investors or Unit holders can redeem their units or returns within 10 business days from the date of acceptance of redemption request.

iv) Fund Manager

Mr.Atul Bhole is the fund manager of DSP Equity fund since 2016.

v) Entry / Exit load

The entry load for investing in this scheme is not applicable. 1% of the exit load is applicable if redeemed in less than 12 months.

Tax benefits of investing in DSP Equity Fund

A short-term capital gain tax of 15% is applicable if sold within a year from the date of allotment, whereas long-term capital gains, in excess of Rs 1 lakh, will be taxed at 10% if sold after one year. A dividend distribution tax of 10% is also levied on dividends.

About DSP Mutual Fund

DSP Mutual Fund is one of the leading mutual fund companies in India under the roof of DSP Group. DSP Mutual Fund manages assets of Rs.97000 crores across equity, fixed income and alternatives. In India, they have an influential growth in capital markets and money management business.

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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 9.9 Lakhs in a period of 20 years
Moderately 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