DSP Equity & Bond Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 28.46 | 12.89 | 13.96 | 11.75 |
Average Rolling Returns(%) | 15.53 | 14.36 | 12.75 | 12.85 |
The Current NAV of DSP Equity & Bond Fund - Regular Plan - Growth is ₹298.39.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
DSP Equity & Bond Fund - Regular Plan - Growth fund’s expense ratio is 1.79%
The process for redemption is
The AUM of DSP Equity & Bond Fund - Regular Plan - Growth is currently ₹8,806 Crores.
The Top three stocks are HDFC Bank, Bajaj Finance and ICICI Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 32% of fund’s portfolio respectively.
Top three sectors of DSP Equity & Bond Fund - Regular Plan - Growth fund are BFSI, Others and Auto accounting for 62% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of DSP Equity & Bond Fund - Regular Plan - Growth Fund is Hybrid - Aggressive Hybrid Fund.
Abhishek Singh and Kedar Karnik manage the DSP Equity & Bond Fund - Regular Plan - Growth Fund.
DSP Equity & Bond Fund - Regular Plan - Growth current PE ratio is 37.60 and PB ratio is 6.02
The asset allocation of DSP Equity & Bond Fund - Regular Plan - Growth is Stocks : 68.85%, Debt : 31.12% and Gold : 0%
The minimum SIP amount for DSP Equity & Bond Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for DSP Equity & Bond Fund - Regular Plan - Growth is NIL upto 10% of investment within 12 months, 1% exceding 10% of investment within 12 months, NIL after 12 months