S&P BSE 200
(As of 31 Dec, 2020)
The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing ‘good investing principles’ such as growth, value and quality within risk constraints. However, there can be no assurance that the investment objective of the scheme will be realized.
N / A
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.
Housing Development Finance Corp Ltd
HDFC Bank Ltd
Bajaj Finance Ltd
Bajaj Finserv Ltd
Thematic Funds invest in the sectors which have a common theme. Unlike sectoral funds, which invest in particular sectors, thematic funds invest around various themes such as international exposure, commodity exposure, multi sector, etc. These funds are more prone to risk and volatility and are better for informed investors who have knowledge of the moving trends of particular themes. The underlying objective of thematic funds is to benefit from specific theme related investments which have a good growth potential.
This fund is rated 0 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: