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DSP Regular Savings Fund(M-IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.50 | 7.08 | 2.33 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.37 | 7.38 | 1.88 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 85+15 - Conservative Index |
About Conservative Hybrid Fund
Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.
Peers & Comparison
HybridConservative Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| DSP Regular Savings Fund(M-IDCW) | 5.07% | 2.66% | 1.80% |
| SBI Conservative Hybrid Fund(A-IDCW Payout) | 12.56% | 10.18% | 7.11% |
| HDFC Hybrid Debt Fund(Q-IDCW Reinv) | 3.71% | 3.42% | 1.81% |
| ICICI Pru Regular Savings Fund(H-IDCW Payout) | -1.66% | 0.75% | 3.10% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.24 %
Holdings
3.05 %
0.24 % - ICICI Bank Ltd3M change : 0.20 %
Holdings
2.32 %
0.20 % - Mahindra and Mahindra Ltd3M change : 0.16 %
Holdings
1.33 %
0.16 %
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
57
Total AUM
₹ 1,84,350.66 Cr.
Fund Manager Profile
Abhishek Singh
AUM: ₹17,288.15 Cr.
|
Exp: —
Shantanu Godambe
AUM: ₹25,475.23 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%