DSP Quant Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.78
• Std Deviation 14.96%
• Tracking Error 0.00%

The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing ‘good investing principles’ such as growth, value and quality within risk constraints. However, there can be no assurance that the investment objective of the scheme will be realized.

The DSP Quant Fund Regular Growth has an AUM of 1247.94 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.27%. The minimum investment in DSP Quant Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Kotak Mahindra Bank & Bajaj Finance.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Insurance (Life).

Some of the similar funds are ICICI Prudential Manufacturing Fund Growth, Aditya Birla Sun Life PSU Equity Fund Regular Growth, DSP Quant Fund Regular Growth, HDFC Defence Fund Regular Growth, Axis Special Situations Fund Regular Growth. DSP Quant Fund Regular Growth has a sharpe ratio of 0.78 & a standard deviation of 14.96%.