Rating : N/A
DSP Healthcare Fund Regular Reinvestment of Income Distribution cum capital withdrawal option
Sectoral Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
1645.58 Cr.
(As of 31 Aug, 2023)
Benchmark
S&P BSE Healthcare TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
Objective
The primary investment objective of the scheme is to seek to generate consistent returns by predominantly investing in equity and equity related securities of pharmaceutical and healthcare companies.
Fund manager
Vinit Sambre
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹0
Minimum investment
₹100
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
Sun Pharmaceuticals Industries Ltd
15.83%
Cipla Ltd Shs Dematerialised
9.96%
Apollo Hospitals Enterprise Ltd
6.85%
Procter & Gamble Health Ltd
6.62%
Sector Allocation
About the Scheme Type
As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.
Ratings
This fund is rated 0 stars by Morning Star Ratings.
N/A
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.