HomeMutual FundsDSP Equity Savings Fund Regular Plan Monthly Payout of Income Dist cum Cap Wdrl

Overview (as on 20 Apr 2021)

NAV

₹12.127

1y returns

25.227%

Fund AUM

₹366 Cr

Expense Ratio

2.39%

Min SIP

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
DSP Equity Savings Fund Regular Plan Monthly Payout of Income Dist cum Cap Wdrl
₹0
-Infinity% projected returns
Axis Equity Saver Fund Regular Plan Monthly Pyt of Inc Dis cum Cap Wdrl
₹0
8.43% projected returns
ICICI Prudential Equity Savings Fund Half Yearly Payout Inc Dist cum Cap Wdrl
₹0
9.38% projected returns
SBI Equity Savings Regular Quarterly Payout Inc Dist cum Cap Wdrl
₹0
8.64% projected returns
Kotak Equity Savings Fund Regular Quarterly Payout of Income Distribution cum Cap Wdrl
₹0
9.68% projected returns
HDFC Equity Savings Fund Payout Inc Dist cum Cap Wdrl Opt
₹0
10.38% projected returns

Asset Allocation

Equity (49.21%)
Debt & Cash (50.79%)
Sector Allocation
Financial Services
31.01%
Basic Materials
14.73%
Health
13.05%
Utilities
11.65%
Consumer
10.37%
Tech
9.58%
Defensive
4.69%
Industrials
2.68%
Communication
2.24%
Size Breakup
Large Cap
58.41%
Mid Cap
37.94%
Small Cap
3.65%

Key Metrics

Yield to Maturity 

NA

Modified Duration 

NA

Sharpe Ratio 

NA

Std deviation 

NA

Holdings

All
Equity
Debt & Cash

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 Payout of Income Dist cum Cap Wdrl
Scheme Document
Click Here
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
28 March, 2016
Fund Manager
Resham Jain
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

Fund NamePlan TypeExpense Ratio1yr Returns
DSP Equity Savings Fund Direct Plan Growth
Direct0.77%27.19%
DSP Equity Savings Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl
Direct0.77%27.14%
DSP Equity Savings Fund Direct Plan Monthly Reinvestment of Income Dist cum Cap Wdrl
Direct0.77%27.18%
DSP Equity Savings Fund Direct Plan Quarterly Reinvestment of Income Dist cum Cap Wdrl
Direct0.77%27.12%
DSP Equity Savings Fund Direct Plan Payout of Income Dist cum Cap Wdrl
Direct0.77%27.14%
DSP Equity Savings Fund Direct Plan Monthly Payout of Income Dist cum Cap Wdrl
Direct0.77%27.18%
DSP Equity Savings Fund Direct Plan Quarterly Payout of Income Dist cum Cap Wdrl
Direct0.77%27.12%
DSP Equity Savings Fund Regular Plan Reinvestment of Income Dist cum Cap Wdrl
Regular2.39%25.22%
DSP Equity Savings Fund Regular Plan Monthly Reinvestment of Income Dist cum Cap Wdrl
Regular2.39%25.23%
DSP Equity Savings Fund Regular Plan Quarterly Reinvestment of Income Dist cum Cap Wdrl
Regular2.39%25.22%
DSP Equity Savings Fund Regular Plan Payout of Income Dist cum Cap Wdrl
Regular2.39%25.22%
DSP Equity Savings Fund Regular Plan Quarterly Payout of Income Dist cum Cap Wdrl
Regular2.39%25.22%

Peer Funds

HDFC Equity Savings Fund Payout Inc Dist cum Cap Wdrl Opt  

HybridEquity SavingsRegularModerately High risk

1 yr returns

23.74%

AUM

₹2,332 Cr

Expense Ratio

2.26%

Kotak Equity Savings Fund Regular Quarterly Payout of Income Distribution cum Cap Wdrl  

HybridEquity SavingsRegularModerately High risk

1 yr returns

19.41%

AUM

₹1,391 Cr

Expense Ratio

2.23%

SBI Equity Savings Regular Quarterly Payout Inc Dist cum Cap Wdrl  

HybridEquity SavingsRegularModerately High risk

1 yr returns

26.94%

AUM

₹1,365 Cr

Expense Ratio

1.7%

ICICI Prudential Equity Savings Fund Half Yearly Payout Inc Dist cum Cap Wdrl  

HybridEquity SavingsRegularModerate Risk

1 yr returns

19.38%

AUM

₹1,072 Cr

Expense Ratio

1.51%

Axis Equity Saver Fund Regular Plan Monthly Pyt of Inc Dis cum Cap Wdrl  

HybridEquity SavingsRegularModerately High risk

1 yr returns

21.98%

AUM

₹725 Cr

Expense Ratio

2.41%

DSP Equity Savings Fund Regular Plan Monthly Pa...

NAV

₹12.127

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

Resham Jain
Resham Jain

manager

Work Experience
"null"
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."
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