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Asset Size:6497Cr
Expense Ratio:1.93%
Fund Manager(s):Atul Bhole,Vikram Chopra,
5year Returns:10%

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DSP Equity & Bond Fund Growth

DSP       

Balanced Equity
Aggressive Allocation

Nav : 170.334 ( -0.54%) February 26th, 2020

People currently viewing this : 1

Rank (of 245)

3

Annualized Returns(5 yrs)

10%

Investment Horizon

>3 Yr

Doubled Money

7yrs 3m

Returns since May 27th, 1999

14.64%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

54.4L

Projected Maturity Amount

1.1Cr

DSP     

Balanced Equity
Aggressive Allocation

Nav : 170.334 ( -0.54%) February 26th, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

54.4L

Projected Maturity Amount

1.1Cr

Rank (of 245)

3

Annualized Returns(5 yrs)

10%

Investment Horizon

>3 Yr

Doubled Money

7yrs 3m

Returns since May 27th, 1999

14.64%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities.

Basic Details
Fund House
DSP
Launch Date
May 27th, 1999
Expense Ratio
1.93%
Fund Category Risk
Moderate
Std Dev (1Yr)
9.772
Std Dev (3Yr)
10.858
Std Dev (5Yr)
11.693
Asset Size
6497Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.64 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
7.03 %
Modified Duration
2.57
Contact Details
Phone No.
91-22-66578000
Website