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

DSP Equity & Bond Fund Growth

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    9.28%
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    (+0.34)160.742

Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.97 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years10.66%
5 Years9.28%
3 Years9.88%
1 Year15.01%
6 Months3.9%
Fund Details
ISININF740K01318
RiskModerately High risk
Fund TypeAggressive Allocation
NAV160.742
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Bajaj Finance Ltd6.92%
ICICI Bank Ltd6.15%
HDFC Bank Ltd5.97%
Kotak Mahindra Bank Ltd3.31%
Hindustan Unilever Ltd2.59%
HDFC Bank Limited2.55%
Asian Paints Ltd2.3%
Tata Consultancy Services Ltd2.1%
Axis Bank Ltd2.1%
Shree Cement Ltd1.99%

About DSP Equity & Bond Fund

DSP Equity & Bond Fund is an open-ended hybrid scheme investing in both equities and fixed income securities. The scheme will predominantly invest in equity and equity-related securities (at least 65%) with the balance being invested in debt and money market instruments (at least 25%). The fund seeks to generate long-term capital appreciation and income over a long-term.

Pros & Cons of DSP Equity & Bond Fund

DSP Equity & Bond Fund offers the following benefits:

  • The fund enables investors to diversify their investment in both equities and fixed-income securities.
  • The fund provides both aggressive and defensive investment opportunity.
  • The returns except for 5-year are lower than the average category return.

Fund Information and Statistics of DSP Equity & Bond Fund

Inception / Launch date

The DSP Equity & Bond Fund was launched on May 27, 1999, by DSP Mutual Fund.

Risk level

Investments in DSP Equity & Bond Fund are at moderately-high risk and suitable only for long-term investment horizon.

Redemption

The redemption request can be made on any business day subject to the NAV price. Proceeds will be dispatched to you by the fund house within 3 working days from the receipt of the redemption request.

Fund Manager

DSP Equity & Bond Fund is jointly managed by Mr Atul Bhole since June 2016 and Mr Vikram Chopra since July 2016. They come with over 30 years of cumulative work experience.

Entry / Exit load

The fund house does not charge any entry load. However, an exit load of 1% is charged if units in excess of 10% are redeemed before one year from the date of allotment. No exit load is charged after the stipulated period.

Tax benefits of investing in DSP Equity & Bond Fund

  • A short-term capital gain tax of 15 % is levied is the units are sold within one year from the date of allotment.
  • Long-term capital gains, in excess of Rs 1 lakh, are taxed at 10% if the units are sold after one year.
  • Dividend distribution may be applicable.

About DSP Mutual Fund

DSP Mutual Fund is a part of 152 years legacy of DSP Group. The fund house is committed to delivering long term investment excellence to our customers’ portfolios. It aims to achieve this by being passionate, innovator, and keep clients’ interests above everything. DSP Mutual Fund inculcates the feeling of oneness among its employees to ensure collective success.

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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. 6.97 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