DSP Equity & Bond Fund - Direct Plan - Growth
- 17.01%
- (+2.25)218.802
Min amount: ₹500
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 17.01% |
| 3 Years | 13.15% |
| 1 Year | 19.91% |
| 6 Months | 24.42% |
| Fund Details | |
|---|---|
| ISIN | INF740K01NY4 |
| Risk | Moderately High risk |
| Fund Type | Aggressive Allocation |
| NAV | 218.802 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| 7.27% Govt Stock 2026 | 5.64% |
| ICICI Bank Ltd Ordinary Shares | 5.53% |
| HDFC Bank Ltd | 5.06% |
| Infosys Ltd | 3.15% |
| UltraTech Cement Ltd | 2.58% |
| Bharti Airtel Ltd | 2.57% |
| 6.45% Govt Stock 2029 | 2.49% |
| 5.15% Govt Stock 2025 | 2.44% |
| Green Infra Wind Energy Limited | 2.4% |
| 7.59% Govt Stock 2026 | 2.25% |
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.
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Min amount: ₹500
Calculate Returns
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