DSP Equity Savings Fund Direct Growth

Hybrid
Equity Savings
Moderate Risk
10.19%
3Y annualised
-0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2024₹23.36
Min. SIP amount₹100
Rating2
Fund size₹1,936.65Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns18.1%10.2%11.4%10.4%
Category average14.9%8.5%9.9%NA
Rank with in category91011NA
Understand terms

Holdings (198)

NameSectorInstrumentAssets
FinancialEquity7.03%
CommunicationEquity6.72%
ServicesEquity4.37%
SovereignGOI Sec3.86%
FinancialEquity3.10%
AutomobileEquity2.24%
GOI
SovereignGOI Sec2.11%
Consumer StaplesEquity2.10%
Maharashtra State
OthersSDL2.03%
EnergyEquity2.03%
See All

Pros and cons

Category: Hybrid Equity Savings

Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Exit load is zero
Lower expense ratio: 0.45%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.45%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Kaivalya Nadkarni
Oct 2024 - Present
View details

Education
Ms. Nadkarni has done B.Com, CA, CS and CFA
Experience
Prior to joining ICICI Prudential Mutual Fund, she has worked with RSN & Company and G.M.Kapadia & Co
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
NATRAJ, Office No. 302-3rd Floor-Plot No. 194, MV Road JunctionWestern Express Highway, Andheri East Mumbai 400069
Phone
1800-208-4499 / 1800-200-4499
Launch Date
16 Dec 1996
E-mail
NA
Website
DSP Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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