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DSP Equity & Bond Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.73 | 42.11 | 2.07 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 45.37 | 1.66 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Peers & Comparison
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| DSP Equity & Bond Fund | 26.66% | 13.28% | 14.95% |
| SBI Equity Hybrid Fund | 19.01% | 10.45% | 14.95% |
| ICICI Pru Equity & Debt Fund | 26.78% | 18.62% | 17.96% |
| HDFC Hybrid Equity Fund | 19.10% | 12.52% | 12.88% |
Price Comparison
Compare DSP Equity & Bond Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.34 %
Holdings
7.18 %
0.34 % - ICICI Bank Ltd3M change : 0.18 %
Holdings
4.77 %
0.18 % - Bajaj Finance Ltd3M change : -0.33 %
Holdings
4.32 %
-0.33 %
AMC Profile
DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.
No.of Schemes
56
Total AUM
₹ 1,77,771.67 Cr.
Fund Manager Profile
Abhishek Singh
AUM: ₹17,140.30 Cr.
|
Exp: —
Shantanu Godambe
AUM: ₹24,673.02 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Monthly Investment Amt. (₹)
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%