Sectoral Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
2%
Asset Size
2471.30 Cr.
(As of 31 Aug, 2023)
Benchmark
S&P BSE 100 India TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
The primary investment objective of the Scheme is to seek to generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the Government and/or from continuing investments in infrastructure, both by the public and private sector.
Fund manager
Rohit Singhania
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹100
Minimum investment
₹100
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.
Larsen & Toubro Ltd
4.24%
Apar Industries Ltd
3.82%
NTPC Ltd
3.73%
Siemens Ltd
3.73%
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.
This fund is rated 3 stars by Morning Star Ratings.
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: