Overview (as on 22 Jan 2021)

NAV

₹11.881

1y returns

8.821%

Fund AUM

₹386 Cr

Expense Ratio

2.4%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
32.10%
Health
14.41%
Utilities
11.12%
Basic Materials
10.44%
Consumer
9.58%
Tech
7.64%
Defensive
6.68%
Industrials
5.04%
Communication
2.11%
Energy
0.89%
Size Breakup
Large Cap
64.85%
Mid Cap
23.04%
Small Cap
12.11%

Key Metrics

Yield to Maturity 

NA

Modified Duration 

NA

Sharpe Ratio 

NA

Std deviation 

NA

Holdings

Fund Details

Investment Objectives
"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 schemes assets in equity and equity related instruments."
Scheme Name
DSP Equity Savings Fund Regular Plan Monthly Dividend Payout
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
28 March, 2016
Fund Manager
Vinit Sambre
Fund House Details
Fund House
DSP Investment Managers Private Limited
Email
NA
Phone
+912266578181
Address
Tulsiani Chambers,,West Wing, 11th Floor,,Nariman Point

Other Related Plans

Peer Funds

DSP Equity Savings Fund Regular Plan Monthly Di...

NAV

₹11.881

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Vinit Sambre
Vinit Sambre

leader

Qualifications
B.Com, FCA
Work Experience
"Vinit Sambre has been managing the DSP Small Cap Fund since June 2010. He is also the Fund Manager for the DSP Mid Cap Fund. Vinit specializes in the small and mid cap space and has over 16 years of relevant work experience. Vinit joined DSP Investment Managers in July 2007, as Portfolio Analyst for the firms Portfolio Management Services (PMS) division. As a research analyst, his focus was on sectors like Pharmaceuticals, Power Utilities, Chemicals, Fertilizers and Textiles. Previously, he was with DSP Merrill Lynch as a part of its Global Private Client business. He spent 20 months at DSP Merrill Lynch as Equity Strategist. Prior to DSP Merrill Lynch, he was employed with IL&FS Investsmart Limited as an Equity Analyst in their PMS division. He has also worked with UTI Investment Advisory Services as Equity Analyst for the offshore fund - India Growth Fund. Vinit is a Chartered Accountant from Institute of Chartered Accountant of India."
Resham Jain
Resham Jain

manager

Work Experience
"null"

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