The investment objective of the Scheme is to seek to generate returns commensurate with risk from a portfolio of Government Securities such that the Macaulay duration of the portfolio is similar to the 10 Year benchmark government security.
The DSP 10Y G-Sec Fund Regular Growth has an AUM of 56.55 crores & has delivered CAGR of 5.76% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.51%. The minimum investment in DSP 10Y G-Sec Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The top holdings of the fund include 6.79% Govt Stock 2034, Net Receivables/Payables & Treps / Reverse Repo Investments.
Some of the similar funds are ICICI Prudential Constant Maturity Gilt Growth, SBI Magnum Constant Maturity Fund Regular Growth, Bandhan Government Securities Fund - Constant Maturity Regular - Growth, DSP 10Y G-Sec Fund Regular Growth, UTI Gilt Fund with 10 year Constant Duration Regular Growth. DSP 10Y G-Sec Fund Regular Growth has a sharpe ratio of -0.24 & a standard deviation of 3.05%.
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