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DSP Equity & Bond Fund - Direct Plan - Growth

Hybrid

  

Aggressive Hybrid Fund

NAV

157.128 -0.388

as on (21 Aug, 2019)

RETURNS

7.8 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

0.87 %

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

Asset Size

5915.02 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities.

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Fund manager

Vikram Chopra

(since 17 Jul, 2016)

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

5.96 %

Bajaj Finance Ltd

4.66 %

ICICI Bank Ltd

4.48 %

Tata Sons Limited

2.77 %

Sector Allocation

About the Scheme Type

Aggressive Hybrid Fund

Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.

Ratings

This fund is rated 5 stars by Morning Star Ratings.

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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.