Rating : ★ ★ ☆ ☆ ☆
DSP Equity Savings Fund Regular Plan Monthly Reinvestment of Income Dist cum Cap Wdrl
 ÂEquity Savings
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
1%
Asset Size
661.19 Cr.
(As of 31 Aug, 2023)
Benchmark
Nifty Equity Savings Index TR
Riskometer
Investors understand that their principal will be at Moderately High Risk.
Objective
An Open ended equity Scheme, seeking to generate income through investments in fixed income ecurities and using arbitrage and other derivative Strategies. The Scheme also intends to generate long-term capital appreciation by investing a portion of the scheme's assets in equity and equity related instruments.
 
Fund manager
Kedar Karnik
Exit load
N / A
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
7.38% Govt Stock 2027
10.92%
Housing Development Finance Corp Ltd
7.05%
Future on Reliance Industries Ltd
4.89%
Reliance Industries Ltd
4.85%
Sector Allocation
About the Scheme Type
Equity Savings Mutual Funds are an open ended fund scheme which try to balance risk and returns by investing in equities, arbitrage trades and fixed income securities. These are low risk funds given that the use of derivatives reduces the net equity exposure to 35 percent, thereby protecting investors from volatility. These funds are treated at par with equity funds for taxation purposes, because their gross equity exposure is more than 65%. The equity portion of the scheme opens the scheme for higher returns, while its debt component outlays stability to the returns.
Ratings
This fund is rated 2 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.