DSP Strategic Bond Fund - Direct Plan has delivered 37.24% absolute return over the last 5 years.
The average return for Dynamic Bond funds is 35.58% .
This fund ranks #8 in its category based on 5-year returns.
The largest portfolio holding is 694% GOI 11052036 with a portfolio weight of 19.40% .
The fund currently owns more than 17 stocks.
The top 10 holdings account for 85.30% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 5.60% | 3.41% |
| 2 Year Return | 19.87% | 10.20% |
| 3 Year Return | 30.79% | 17.44% |
| 4 Year Return | 39.21% | 26.57% |
| 5 Year Return | 67.22% | 35.58% |
| 6 Year Return | 77.95% | 45.99% |
| 7 Year Return | 108.65% | 58.49% |
| Expense Ratio | 0.45% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
19.40%
|
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| 2 |
11.89%
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| 3 |
11.48%
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| 4 | Finance - Term Lending Institutions |
7.97%
|
|
| 5 | Finance & Investments |
7.61%
|
|
| 6 | Finance - Banks - Public Sector |
7.57%
|
|
| 7 |
6.33%
|
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| 8 |
5.32%
|
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| 9 | Pharmaceuticals |
3.92%
|
|
| 10 | Finance - Banks - Private Sector |
3.81%
|
|
| 11 |
3.80%
|
||
| 12 |
3.13%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
DSP Strategic 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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