DSP Focus Fund - Direct Plan
The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements.
Suitability
This product is suitable for investors who are seeking• This Scheme is suitable for investors who are seeking* Long-term capital growth with exposure limited to a maximum of 25 stocks from an investment universe of top 200 companies by market capitalization• Investment in equity and equity-related securities to form a concentrated portfolio
Fund Info
| Scheme Class | Equity |
| Scheme Category | Focused Fund |
| Benchmark Type | S&P BSE 500 India TR INR |
| Expense Ratio | 1.09% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,994 |
| AMC AUM (in Crs.) | ₹ 78,363 |
| Min Addition Subscription | ₹ 500 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 14.83% | |
| 100 | 100 | 20.21% | |
| 1000 | 1000 | 14.8% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 13 |
| ICICI Bank Ltd | Equity | 10 |
| Bajaj Finance Ltd | Equity | 7 |
| Larsen & Toubro Ltd | Equity | 6 |
| Reliance Industries Ltd | Equity | 6 |
| Whirlpool of India Ltd | Equity | 4 |
| Coromandel International Ltd | Equity | 4 |
| ITC Ltd | Equity | 4 |
| Maruti Suzuki India Ltd | Equity | 4 |
| Shree Cement Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash - Repurchase Agreement | 2 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 46 |
| Basic Materials | 13 |
| Industrials | 9 |
| Technology | 8 |
| Energy | 7 |
DSP BlackRock Mutual Fund
AUM₹78,363 Cr
About
DSP group is a financial firm with a legacy of 152 years. It has a been in the asset management avenue for over 20 years now and the group is headed by Mr.Hemendra Kothari.##DSP Investment Managers Pvt. Ltd. is the Asset management Company and DSP Trustee Pvt. Ltd, acts as the trustee of the AMC. The company believes that by using adequate investment strategies, it is relatively easy to be successful in the financial market. It provides a wide range of mutual fund scheme ranging from equity, debt, tax and hybrid. The AMC has always managed to keep the returns consistent and they have a brilliant investor base as well.##The AMC believes in taking measured risks, which ultimately results in understanding the market conditions better and makes the best use of the investment opportunity. With a robust variety of products and consistent performance, DSP mutual fund has made a name for itself in the mutual fund industry.
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Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m