Rating: ★ ★ ★ ★ ★

DSP Strategic Bond Fund - Direct Plan - Growth

Debt

  

Dynamic Bond

NAV

2616.619 + 13.2046

as on (22 May, 2020)

RETURNS

9.29 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

0.5 %

Benchmark

CRISIL Composite Bond Fund TR INR

Asset Size

1411.85 Cr.

(As of 30 Apr, 2019)

Risk

Moderate

Objective

An Open ended income Scheme, seeking to generate optimal returns with high liquidity through active management of the portfolio by investing in high quality debt and money market securities.

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Fund manager

Vikram Chopra

(since 17 Jul, 2016)

Exit load

N / A

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

7.59% Govt Stock 2026

36.52 %

7.37% Govt Stock 2023

20.44 %

7.95% Govt Stock 2032

13.34 %

7.17% Govt Stock 2028

5.42 %

Sector Allocation

About the Scheme Type

Dynamic Bond

Dynamic Bond Fund’s objective is to deliver optimal returns not just in rising but during falling market conditions as well. These are aggressive income funds and their positioning depends a lot on the fund manager. Dynamic bond funds have no restriction of investing in any particular type of securities and can behave either like short term or long term depending on where the interest rates are headed. The risk factor in the case of Dynamic Bond Funds when your Fund Manager’s calls go wrong, in which case you could end up incurring losses.

Ratings

This fund is rated 5 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.