DSP Equity & Bond Fund - Direct Plan - Growth

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 6260.01
Expense Ratio
1%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 95457
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
150.27
(0.28 %)
NAV as on 2018-12-17
Returns
Fund
DSP Equity & Bond Fund - Direct Plan - Growth
1 Year
-2.72%
3 Year
10.93%
5 Year
16.3%
AMC Details
amc launch date
Launch Date
16 Dec 1996
amc sponsor
Sponsor
NA
amc email
Email
service@dspblackrock.com
amc phone
Phone
022 - 66578000
amc address
Address
Tulsiani Chambers,,West Wing, 11th Floor,,Nariman Point, Mumbai - 400021
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities.
Suitability
This product is suitable for investors who are seeking
• This Scheme is suitable for investors who are seeking* Capital growth and income over a long-term investment horizon
• Investment primarily in equity/equity-related securities, with balance exposure in money market and debt securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,953
Portfolio Value
-47
Total Returns