Overview (as on 14 May 2020)

NAV

₹11.672

1y returns

2.553%

Fund AUM

₹52 Cr

Expense Ratio

--

Fund Performance

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Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
40.99%
Basic Materials
12.66%
Industrials
9.51%
Consumer
8.74%
Energy
8.74%
Tech
8.64%
Defensive
5.12%
Communication
3.21%
Health
2.39%
Size Breakup
Large Cap
87.53%
Mid Cap
11.77%
Small Cap
0.69%

Key Metrics

Yield to Maturity 

NA

Modified Duration 

NA

Sharpe Ratio 

NA

Std deviation 

NA

Top 10 Holdings

Fund Details

Investment Objectives
The primary investment objective of the Schemes is to generate returns and seek capital appreciation by investing in a portfolio of debt and money market securities. The schemes also seek to invest a portion of the portfolio in equity & equity related securities to achieve capital appreciation. As far as investments in debt and money market securities are concerned, the Schemes will invest only in securities which mature on or before the date of maturity of the Schemes. There is no assurance that investment objective of the Schemes will be realized.
Scheme Name
DSP Dual Advantage Fund Series 49 42 Month Regular Dividend
Scheme Document
Exit Load

After 0 Years : 0%

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

Peer Funds

DSP Dual Advantage Fund Series 49 42 Month Regu...

NAV

₹11.672

INDmoney Analysis

    success

    Fund is in Top 30 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

Laukik Bagwe
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."
M. Suryanarayanan
M. Suryanarayanan

Manager

Work Experience
"Suryanarayanan joined DSP Investment Managers in July 2011, He joined the firm as a member of the Product Management Group. Currently he is Vice President and analyst with the Equity Investments team. He is also Fund Manager for DSP A.C.E. Fund (Analysts Conviction Equalized) Series 1. Before joining DSPIM, he was part of the Product team of the Private Wealth Management vertical of Anand Rathi Financial Services Ltd. Surya is a Mechanical Engineering graduate and has completed his Post Graduate Program (PGP) in Management from IIM, Ahmedabad. Surya is a CFA Charterholder."

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