DSP Equity & Bond Fund Growth
DSP Equity & Bond Fund Growth3Morning Star
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Min amount: ₹500
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|Risk||Moderately High risk|
|Fund Type||Aggressive Allocation|
|Exit Load||1% for 365 Days|
More about this fund
|Bajaj Finance Ltd||6.79%|
|ICICI Bank Ltd||5.97%|
|HDFC Bank Ltd||5.72%|
|Hindustan Unilever Ltd||3.25%|
|Kotak Mahindra Bank Ltd||3.21%|
|Asian Paints Ltd||2.87%|
|HDFC Bank Limited||2.51%|
|Tata Consultancy Services Ltd||2.31%|
|Shree Cement Ltd||1.87%|
|Axis Bank Ltd||1.87%|
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.
Investments in DSP Equity & Bond Fund are at moderately-high risk and suitable only for long-term investment horizon.
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.
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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Min amount: ₹500
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