DSP Top 100 Equity Fund Regular Plan Growth

• Alpha -2.40%
• Beta 1.07
• Sharpe Ratio0.83
• Std Deviation 13.05%
• Tracking Error 6.14%

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.

The DSP Top 100 Equity Fund Regular Plan Growth has an AUM of 2944.20 crores & has delivered CAGR of 13.52% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.04%. The minimum investment in DSP Top 100 Equity 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 Moderate & Exceptional respectively.

The top holdings of the fund include ICICI Bank, HDFC Bank, Axis Bank & Mahindra & Mahindra.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming & Consumer Financial Services.

Some of the similar funds are Kotak Bluechip Growth, Tata Large Cap Fund Growth, HSBC Large Cap Fund Growth, DSP Top 100 Equity Fund Regular Plan Growth, Sundaram Large Cap Fund Reg Gr. DSP Top 100 Equity Fund Regular Plan Growth has a sharpe ratio of 0.83 & a standard deviation of 13.05%.