DSP Equity Savings Fund - Direct Plan has delivered 51.85% absolute return over the last 5 years.
The average return for Equity Savings funds is 44.96% .
This fund ranks #6 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 4.79% .
The fund currently owns more than 115 stocks.
The top 10 holdings account for 26.56% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.84% | 0.69% |
| 2 Year Return | 26.94% | 9.26% |
| 3 Year Return | 40.82% | 20.16% |
| 4 Year Return | 77.15% | 33.12% |
| 5 Year Return | 89.04% | 44.96% |
| 6 Year Return | 101.45% | 64.25% |
| 7 Year Return | 145.24% | 77.49% |
| Expense Ratio | 0.59% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
4.79%
|
|
| 2 | Financials |
3.10%
|
|
| 3 | Energy |
3.08%
|
|
| 4 |
2.65%
|
||
| 5 | Financials |
2.30%
|
|
| 6 | Non-Banking Financial Company (NBFC) |
2.22%
|
|
| 7 | Consumer Staples |
2.15%
|
|
| 8 | Finance - Banks - Private Sector |
2.13%
|
|
| 9 | Communication Services |
2.07%
|
|
| 10 | Finance - Banks - Private Sector |
2.07%
|
|
| 11 | Communication Services |
2.07%
|
|
| 12 |
2.03%
|
AMC: DSP
Category: Hybrid • Equity Savings
Launch Date: 08 Mar 2016
Fund Manager: Mr. Abhishek Singh
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
DSP Equity Savings Fund - Direct Plan is managed by DSP and belongs to the Hybrid 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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