DSP Dynamic Asset Allocation Fund - Direct Plan - Growth

DSP Dynamic Asset Allocation Fund - Direct Plan - Growth of DSP Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.71

Age

NA Years

Fund Manager

Atul Bhole

AuM (Rs Crores)

877.3521

Asset Class

Hybrid-Equity

Net Asset Value:

15.504

Rating

3

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Dynamic Asset Allocation or Balanced Advantage

Fund Manager Details:

Atul Bhole B.com., CA (Final) MMS (JBIMS) June 25 to OCT 26: Equity Research Analyst at State Bank of India - Treasury - Reporting to DGM - Rupee Treasury. November 26 to Feb 27: Equity Research Analyst at JP Morgan Services (India) Pvt. ltd. - Reporting to South East Asia Regional Telecom Analyst. Feb 27 - March 211: With Tata Asset Management Ltd. - Equity Research Analyst covering Technology, Telecom & Banking, Financial Services, Insurance (BFSI) sectors - Reporting to Head of Research. Currently will be reporting to Co-Heads Equity.

Objective:

The scheme is to seek capital appreciation by managing the asset allocation between equity and fixed income securities. The scheme will dynamically manage the asset allocation between equity & fixed income based on the relative valuation of equity & debt markets. The scheme intends to generate long-term capital appreciation by investing in equity & equity related instruments and seeks to generate income through investments in fixed income securities and by using arbitrage and other derivative strategies.

Top Holdings:

  • Banks (12.39)
  • Finance (11.12)
  • Steel (1.5)
  • Pharmaceuticals (9.36)
  • Automobile (3.25)
  • Power Generation & Distribution (2.23)
  • Infrastructure Developers & Operators (1.93)
  • Refineries (1.73)
  • IT - Software (1.6)
  • Capital Goods - Electrical Equipment (1.53)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition