DSP Equity Savings Fund Regular Plan Growth
- Equity Savings
- Hybrid
- Moderately High risk
Explore On
Rating:
3
Key Metrics
Aum
₹3,478.25 Cr
Expense Ratio
1.33%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
28 Mar 2016
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.01% | -- |
| 3 Months | +1.55% | -- |
| 6 Months | +0.48% | -- |
| 1 Year | +2.24% | +2.24% |
| 2 Years | -- | +4.9% |
| 3 Years | +26.98% | +8.29% |
| 5 Years | +42.86% | +7.39% |
| Since Launch | +123.4% | +8.12% |
Holdings as on 15 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cash Offset For Derivatives | 1,319.09 | 37.55 |
| HDFC Bank | 174.46 | 4.97 |
| ICICI Bank | 125.40 | 3.57 |
| AXIS Bank Ltd | 113.88 | 3.24 |
| Reliance Industries | 104.23 | 2.97 |
| Hdfc Bank Limited | 101.56 | 2.89 |
| 6.75% Govt Stock 2033 | 90.04 | 2.56 |
| Cipla | 81.32 | 2.31 |
| Treps / Reverse Repo Investments | 79.59 | 2.27 |
| Vodafone Idea | 78.55 | 2.24 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.48
Sharpe Ratio
3.94%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Equity Savings Fund Regular Growth | +6.65% | +10.6% | +8.82% |
| Mirae Asset Equity Savings Fund Regular Growth | +4.06% | +9.5% | +8.72% |
| SBI Equity Savings Regular Growth | +1.97% | +8.73% | +8.21% |
| DSP Equity Savings Fund Regular Plan Growth | +2.24% | +8.29% | +7.39% |
| HDFC Equity Savings Fund Growth | +2.49% | +8.16% | +7.95% |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. The Scheme also intends to generate longterm capital appreciation by investing a portion of the Scheme’s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the scheme will be realized.
The DSP Equity Savings Fund Regular Plan Growth has an AUM of 3478.25 crores & has delivered CAGR of 7.39 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.33%. The minimum investment in DSP Equity Savings Fund Regular Plan 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 fund has a present cash holding of %. The top holdings of the fund include Cash Offset For Derivatives, HDFC Bank, ICICI Bank, AXIS Bank Ltd.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Oil & Gas Operations, Communications Services.
Some of the similar funds are Edelweiss Equity Savings Fund Regular Growth, Mirae Asset Equity Savings Fund Regular Growth, SBI Equity Savings Regular Growth, DSP Equity Savings Fund Regular Plan Growth, HDFC Equity Savings Fund Growth. DSP Equity Savings Fund Regular Plan Growth has a sharpe ratio of 0.48 & a standard deviation of 3.94%.
FAQs
According to the morning star rating DSP Equity Savings Fund Regular Plan Growth has a Low risk & Moderate return.
DSP Equity Savings Fund Regular Plan Growth is managed by Abhishek Singh,Shantanu Godambe,Kaivalya Nadkarni.
The expense ratio of DSP Equity Savings Fund Regular Plan Growth is 1.33%.
The 5 year annualized return on DSP Equity Savings Fund Regular Plan Growth is 7.39% & it has generated 2.24% in the last 1 year.
The minimum investment in DSP Equity Savings Fund Regular Plan Growth is 100 Rs.
DSP Equity Savings Fund Regular Plan Growth has an AUM of 3478.25 crores.
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