Overview (as on 30 Jul 2021)

NAV

₹47.151

1y returns

16.502%

Fund AUM

₹194 Cr

Expense Ratio

0.6%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

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Monthly SIP
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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
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Asset Allocation

Sector Allocation
Financial Services
26.23%
Health
18.67%
Tech
16.58%
Utilities
16.27%
Defensive
9.54%
Basic Materials
6.49%
Consumer
4.34%
Industrials
1.90%
Size Breakup
Mid Cap
50.74%
Large Cap
47.97%
Small Cap
1.28%

Key Metrics

Yield to Maturity 

4.97%

Modified Duration 

2.13 yr

Sharpe Ratio 

0.0

Std deviation 

6.27%

Holdings

Fund Details

Investment Objectives
An Open Ended Income Scheme, seeking to generate income, consistent with prudent risk, from a portfolio which is substantially constituted of quality debt securities. The scheme will also seek to generate capital appreciation by investing a smaller portion of its corpus in equity and equity related securities of issuers domiciled in India.
Scheme Name
DSP Regular Saving Fund Direct Plan Growth
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Gopal Agrawal
Fund House Details
Fund House
DSP Investment Managers Private Limited
Email
service@dspblackrock.com
Phone
91-22-66578181
Address
Tulsiani Chambers,,West Wing, 11th Floor,,Nariman Point

Other Related Plans

Peer Funds

DSP Regular Saving Fund Direct Plan Growth

NAV

₹47.151

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
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Gopal Agrawal
Gopal Agrawal

manager

Qualifications
B.E. (Chemical), M.B.M/
Work Experience
"Gopal joined DSP Investment Managers in July 2018 as Head of Macro Strategy & Senior Fund Manager in Equity Investment Team. Gopal has over 20 years of experience. Prior to joining DSP, Gopal was the Chief Investment Officer at Tata Mutual Fund. Prior to that he nearly spent a decade at Mirae Asset Mutual Fund where he was the overall CIO and strategist, responsible for building the Investment team from the start. Before that Gopal worked with SBI Mutual Fund as fund manager, managing some of its marquee funds. He has extensive experience in sectors like Oil & Gas, Petrochemicals, Capital Goods, Power, Metals, Shipping, Chemicals & Fertilizers and Engineering."
Resham Jain
Resham Jain

manager

Work Experience
"null"
Vikram Chopra
Vikram Chopra

leader

Qualifications
B.Com. (HONS), M.B.A. (Institute of Management Technology, Ghaziabad)
Work Experience
"Vikram joined DSP Investment Managers from L&T Investment Management and brings with him over 14 years of investment experience. He has also previously worked with Fidelity, IDBI Bank and Axis Bank Ltd."
Jay Kothari
Jay Kothari

manager

Work Experience
"Jay Kothari, Vice President & Product Strategist -Jay has been with DSP Investment Managers since May 2005, and has been with the Investment function since January 2011. Jay joined the firm as a member of the Sales team (Banking) in May 2005. Prior to joining DSPIM, Jay worked for Standard Chartered Bank for a year in the Priority Banking division. Jay completed his Bachelor of Management Studies (Finance & International Finance) from Mumbai University, followed by an MBA in Finance from Mumbai University. Jay is currently the Dedicated Fund Manager for overseas investments for the following schemes of DSP Mutual Fund."
Vinit Sambre
Vinit Sambre

manager

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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