INDProtect
Overview (as on 04 Jan 2021)
NAV
₹19.683
1y returns
18.895%
Fund AUM
₹38 Cr
Expense Ratio
2.3%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-9.00% projected returns
Asset Allocation
Equity (93.26%)
Debt & Cash (6.74%)
Sector Allocation
Financial Services
33.69%
Tech
12.07%
Energy
11.74%
Consumer
9.36%
Basic Materials
8.88%
Defensive
6.70%
Health
6.47%
Industrials
5.20%
Communication
2.87%
Utilities
2.38%
Real Estate
0.64%
Size Breakup
Large Cap
69.81%
Mid Cap
28.09%
Small Cap
2.10%
Key Metrics
Beta
0.61
Std deviation
16.3%
Sharpe Ratio
0.45
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Net Receivables/Payables
Cash
6.36%
Fund Details
Investment Objectives
"The primary investment objective of the Scheme is to generate capital appreciation by investing predominantly in portfolio of equity and equity-related securities.There is no assurance that the investment objective of the Scheme will be realized."
Scheme Name
DSP 3 Years Close Ended Equity Direct Growth
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
27 November, 2014
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
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 2.30% | 18.89% | |
| Regular | 2.65% | 18.34% |
Peer Funds
DSP 3 Years Close Ended Equity Direct Growth
NAV
₹19.683
INDmoney Analysis
Return Score
Excellent
Risk Score
Excellent
Fund is in Top 20 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 20 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
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."
Laukik Bagwe
manager
Qualifications
B.Com., PGDBA (Finance)
Work Experience
"Laukik is Fund Manager with the Fixed Income Investment team of DSP Investment managers. He joined the firm in November 2007 as a Fixed Income Dealer. From November 2003 to October 2007, Laukik worked with Derivium Capital & Securities Pvt. Ltd. as the Head of Fixed Income Trading-SLR & NONSLR Broking. From June 2000 to October 2003, he worked with Birla Sunlife Securities Ltd. as a Manager-SLR & NONSLR Broking. He brings with him a total work experience of 11 years in debt broking and is currently the fund manager for the following schemes of DSP Mutual Fund."
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