DSP Equity & Bond Fund - Direct Plan - Growth - Latest NAV ₹218.802, Returns, Performance & Portfolio

DSP Equity & Bond Fund - Direct Plan - Growth

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    17.01%
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    (+2.25)218.802

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 10.13 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years17.01%
3 Years13.15%
1 Year19.91%
6 Months24.42%
Fund Details
ISININF740K01NY4
RiskModerately High risk
Fund TypeAggressive Allocation
NAV218.802
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
7.27% Govt Stock 20265.64%
ICICI Bank Ltd Ordinary Shares5.53%
HDFC Bank Ltd5.06%
Infosys Ltd3.15%
UltraTech Cement Ltd2.58%
Bharti Airtel Ltd2.57%
6.45% Govt Stock 20292.49%
5.15% Govt Stock 20252.44%
Green Infra Wind Energy Limited2.4%
7.59% Govt Stock 20262.25%

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

Rs. 500 invested monthly becomes Rs. 10.13 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