Hybrid | Equity Savings Fund
3Y Returns
4.9%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.66%
Fund Size
₹466 Cr
Inception Date
28-Mar-16
Fund Manager
Abhishek Singh
Exit Load
Nil.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
67.28%
Debt & Others
32.72%
Market Cap Allocation
Large Cap
46.22%
Mid Cap
12.95%
Small Cap
7.83%
Other Cap
33.00%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Income Through Investments In Fixed Incomesecurities And Using Arbitrage And Other Derivative Strategies. The Scheme Also Intends To Generatelong-Term Capital Appreciation By Investing A Portion Of The Scheme'S Assets In Equity And Equityrelated Instruments. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Realized.
Fund House Detail
AMC Name
DSP Investment Managers Private Limited
Scheme Document
https://www.dspim.com/downloads?category=Information%20Documents&sub_category=SID/SAIAddress
Mafatlal Centre,10th Floor, Nariman Point,Mumbai - 400 021
Kotak Equity Savings Fund - Direct Plan - Growth
1Y
18.49%
3Y
11.9%
5Y
12.19%
Invesco India Equity Savings Fund - Direct Growth
1Y
22.85%
3Y
10.95%
5Y
11.26%
Uti Equity Savings Fund - Direct Growth Plan - Growth
1Y
15.85%
3Y
10.81%
5Y
11.99%
Hdfc Equity Savings Fund - Direct Plan - Growth Option
1Y
17.93%
3Y
10.69%
5Y
12.19%
Sbi Equity Savings Fund - Direct Plan-Growth
1Y
16.67%
3Y
10.64%
5Y
11.93%
Mirae Asset Equity Savings Fund Direct Growth
1Y
18.29%
3Y
10.31%
5Y
13%
Dsp Equity Savings Fund - Dir - Growth
1Y
18.74%
3Y
10.29%
5Y
11.29%
Edelweiss Equity Savings Fund - Direct Plan Growth
1Y
17.12%
3Y
10.27%
5Y
11.76%
Baroda Bnp Paribas Equity Savings Fund Direct Growth
1Y
17.86%
3Y
10.03%
5Y
10.2%
Mahindra Manulife Equity Savings Fund - Direct - Growth
1Y
17.03%
3Y
9.6%
5Y
13.1%
Tata Equity Savings Fund Direct Plan Growth
1Y
16.72%
3Y
9.29%
5Y
10.35%
Axis Equity Saver Fund Direct Growth
1Y
18.67%
3Y
9.25%
5Y
11.25%
Icici Prudential Equity Savings Fund Direct Plan Cumulative
1Y
10.77%
3Y
9.03%
5Y
8.74%
Nippon India Equity Savings Fund- Direct Plan-Growth
1Y
13.21%
3Y
8.4%
5Y
6.47%
Franklin India Equity Savings Fund - Direct Growth
1Y
12.08%
3Y
7.81%
5Y
10.07%
Bandhan Equity Savings Fund-Direct Plan-Growth
1Y
11.22%
3Y
7.64%
5Y
9.1%
Union Equity Savings Fund Direct Plan - Growth
1Y
13.47%
3Y
7.35%
5Y
8.84%
Pgim India Equity Savings Fund - Direct Plan - Growth - Growth
1Y
10.16%
3Y
6.76%
5Y
8.36%
Aditya Birla Sun Life Equity Savings Fund - Growth Direct
1Y
11.07%
3Y
6.51%
5Y
9.38%
Lic Equity Savings Fund - Direct Plan - Growth
1Y
NA
3Y
2.82%
5Y
6.43%
Hsbc Equity Savings Fund Direct Plan - Growth
1Y
NA
3Y
1.2%
5Y
6.38%
Sundaram Equity Savings Fund - Direct Plan Growth
1Y
20.11%
3Y
NA
5Y
NA
BSE Member code: 58371
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[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
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