DSP Equity Savings Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.91
• Std Deviation 3.60%
• Tracking Error 0.00%

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 3904.77 crores & has delivered CAGR of 8.65% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.47%. 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 & Good respectively.

The top holdings of the fund include Cash Offset For Derivatives, 6.82% Govt Stock 2033, HDFC Bank & AXIS Bank Ltd.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming & Oil & Gas Operations.

Some of the similar funds are Sundaram Equity Savings Fund Growth, SBI Equity Savings Regular Growth, Mirae Asset Equity Savings Fund Regular Growth, HDFC Equity Savings Fund Growth, DSP Equity Savings Fund Regular Plan Growth. DSP Equity Savings Fund Regular Plan Growth has a sharpe ratio of 0.91 & a standard deviation of 3.60%.