Rating : ★ ★ ★ ★ ☆

DSP Equity Fund Direct Plan Dividend Reinvestment

Equity

  

Multi Cap Fund

NAV

56.884-0.672

(as on 28 Oct, 2020)

RETURNS

4.77 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Investment Plan

1%

Benchmark

IISL Nifty 500 TR INR

Asset Size

3668.31 Cr.

(As of 30 Sep, 2020)

Risk

Moderately High

Objective

An Open Ended growth Scheme, seeking to generate long term capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of issuers domiciled in India.

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Fund manager

Atul Bhole

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹500

Minimum investment

₹500

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

HDFC Bank Ltd

7.14%

ICICI Bank Ltd

6.47%

Bajaj Finance Ltd

4.29%

Bharti Airtel Ltd

3.79%

Sector Allocation

About the Scheme Type

Multi-cap funds invest in stocks across market capitalizations, comprising large cap, mid cap and small cap stocks. This flexibility means that multi cap funds, at any given time, benefit from that segment of the market which performs better.These are relatively less riskier in comparison to pure mid-cap or small- cap funds and are mostly suitable for the not so aggressive investors. Due to their non-volatile nature, the multi cap funds are usually better wealth creators in the long run andprovide both growth and value to investors.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

★ ★ ★ ★ ☆

Overview of DSP Investment Managers Private Limited

DSP Mutual Fund Group is one of the oldest (152 years) and most respected financial services firms in India. The DSP Mutual Fund is one of India’s premier asset management companies, with over 20 years of track record of investment excellence, headed by Mr. Hemendra Kothari. DSP Mutual Fund commenced its stock broking business in the 1860s and the family behind the group has been very influential in the growth and professionalization of capital markets and money management business in India. The DSP Fund is intensely committed and single-mindedly focused on delivering long term investment excellence to our customers’ portfolios. Our beliefs and values are anchored across the following four key pillars:

  • Fiduciary to clients – An unwavering mindset of putting client’s interests first.
  • Passionate – Highly passionate about our work and intensely focused on performing at the highest level.
  • Innovators – Relentless in challenging the status quo and constantly out-think ourselves to deliver the best of DSP to every single client.
  • One DSP – We work towards and celebrate each other’s success, acknowledge and learn from our failures together, focus as a team on raising our game, collectively.