DSP Equity & Bond Fund - Direct Plan - Growth

DSP Equity & Bond 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 (%)

1

Age

NA Years

Fund Manager

Atul Bhole

AuM (Rs Crores)

6516.7202

Asset Class

Hybrid-Equity

Net Asset Value:

149.063

Rating

3

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

.6 Times

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:

Seeks to generate long term capital appreciation and current income from a portfolio constituting equity and equity related securities as well as fixed income securities.

Top Holdings:

  • Banks (13.45)
  • Finance (1.13)
  • Pharmaceuticals (6.16)
  • IT - Software (5.7)
  • Cement (4.71)
  • Capital Goods - Electrical Equipment (3.37)
  • Automobile (3.)
  • Tyres (2.62)
  • Construction (2.35)
  • Textiles (2.34)


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