DSP Equity Savings Fund - Regular Plan - Growth - Latest NAV, Returns, Performance & Portfolio

DSP Equity Savings Fund - Regular Plan - Growth

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    5.25%
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    (--0.01)12.819

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Min amount: ₹500

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years5.25%
1 Year5.76%
6 Months2.4%
Fund Details
ISININF740KA1439
RiskModerately High risk
Fund TypeEquity Savings
NAV12.819
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Reliance Industries Ltd9.26%
Reliance Industries Limited Sep19**7.55%
HDFC Bank Ltd5.79%
Bajaj Finance Ltd4.51%
India Grid Trust Units Series - IV3.76%
State Bank Of India2.53%
HDFC Bank Limited2.44%
Hdfc Bank Limited Sep19**2.4%
IRB InvIT Fund Units 2017-Series IV2.34%
SBI Cards & Payment Services Private Limited2.3%

About DSP Equity Savings Fund

DSP Equity Savings Fund is an open-ended scheme that seeks to generate income and capital appreciation over a long-term. The fund will achieve this by investing in fixed income securities as well as equity & equity related securities using derivatives strategy and arbitrage opportunities. The fund will invest the balance assets in debt & money market instruments.

Pros & Cons of DSP Equity Savings Fund

DSP Equity Savings Fund offers the following benefits:

  1. The scheme offers benefits of regular income and long-term capital appreciation.
  2. However, the fund returns are consistently lower than the average category returns.
  3. Notably, the fund age is less than three years.

Fund Information and Statistics of DSP Equity Savings Fund

i) Inception / Launch date

The DSP Equity Savings Fund was offered on March 28, 2016, by DSP Mutual Fund.

ii) Risk level

The fund is a moderately high-risk bet and suitable for investors looking to get decent returns over a long investment horizon.

iii) Redemption

The units can be redeemed on any business day at the NAV prices. Under normal circumstances, your fund house will dispatch the redemption proceeds within 3 business day.

iv) Fund Manager

The fund is jointly managed by Mr Gopal Agrawal since August 2018 and Mr Saurabh Bhatia & Mr Jay Kothari since March 2018.

v) Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed after one year from the date of allotment. However, 1% exit load is charged if units are redeemed in excess of 10% within one year.

Tax benefits of investing in DSP Equity Savings Fund

The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gains, in excess of Rs 1 Lakh, will be taxed at 10% without indexation if redeemed after one year.

About DSP Mutual Fund

DSP group comes with a legacy of 152 years and has been managing assets since over 22years. DSP Mutual Fund was established on December 16, 1996. The fund house offers schemes ranging from equity, debt, tax and hybrid. The AMC takes measured risks depending on market conditions to ensure maximum possible returns.

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Frequently Asked Questions

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Min amount: ₹500

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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