DSP Bond Fund - Direct Plan has delivered 29.71% absolute return over the last 5 years.
The average return for Medium Duration funds is 34.78% .
This fund ranks #10 in its category based on 5-year returns.
The largest portfolio holding is 636% GOI 16022031 with a portfolio weight of 14.22% .
The fund currently owns more than 13 stocks.
The top 10 holdings account for 97.99% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.58% | 2.68% |
| 2 Year Return | 23.08% | 9.32% |
| 3 Year Return | 32.90% | 16.67% |
| 4 Year Return | 42.08% | 25.63% |
| 5 Year Return | 55.69% | 34.78% |
| 6 Year Return | 65.84% | 45.31% |
| 7 Year Return | 96.13% | 57.07% |
| Expense Ratio | 0.34% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
14.22%
|
||
| 2 | Finance & Investments |
13.88%
|
|
| 3 | Finance & Investments |
10.48%
|
|
| 4 |
10.42%
|
||
| 5 | Finance & Investments |
9.95%
|
|
| 6 | Finance & Investments |
9.90%
|
|
| 7 | Finance & Investments |
9.89%
|
|
| 8 | Finance - Banks - Public Sector |
9.54%
|
|
| 9 | Finance - Banks - Public Sector |
7.63%
|
|
| 10 |
2.08%
|
||
| 11 |
1.44%
|
||
| 12 |
0.45%
|
AMC: DSP
Category: Debt • Medium Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Vivek Ramakrishnan
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
DSP Bond Fund - Direct Plan is managed by DSP and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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