3 Year return
14.81%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹10327.37 Cr.
Expense Ratio
0.73% (inclusive of GST)
Exit Load
If upto 10% of the units (the limit) purchased/switched in within 12 months from the date of allotment:Nil. Holding period from date of allotment: < 12 months - 1% >=12 months - NIL.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
DSP Mutual Fund Managers
AB
Atul Bhole
Fund Manager since Jun 2016
Fund House Details
DSP Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Aggressive Hybrid Fund |
24.72% |
3.5 |
Bank of India Mid and Small Cap Equity and Debt Fund |
20.59% |
3 |
Quant Absolute Fund |
14.52% |
4 |
Schemes by DSP Mutual Fund
List of mutual fund schemes by AMC
Debt . Gilt Fund with 10 year Constant duration
DSP 10Y G-Sec Fund Direct Plan Growth
Debt . Gilt Fund with 10 year Constant duration
DSP 10Y G-Sec Fund Direct Plan IDCW Quarterly Payout
Debt . Gilt Fund with 10 year Constant duration
DSP 10Y G-Sec Fund Direct Plan IDCW Monthly Payout
Debt . Gilt Fund with 10 year Constant duration
DSP 10Y G-Sec Fund Direct Plan IDCW Monthly Reinvestment
Debt . Gilt Fund with 10 year Constant duration
DSP 10Y G-Sec Fund Direct Plan IDCW Payout
About DSP Equity and Bond Fund Direct Plan-Growth
The DSP Equity and Bond Fund Direct Plan-Growth is an open-ended hybrid mutual fund by DSP Mutual Fund. The fund lies in the hybrid category of funds and gives investors a potentially balanced investment portfolio by allocating their wealth to debt and equity. A majority of the fund invests in equity instruments while the rest is invested in debt. This is a direct scheme that allows you to invest directly with the mutual fund house, bypassing intermediaries and reducing the expense ratio.
Investment Objective of the Scheme
The main investment objective of DSP Equity and Bond Fund Direct Plan-Growth is to generate income along with long-term capital appreciation via the investment in a combination of debt and equity securities. The fund seeks long-term growth from stocks and short-term income and stability from debt instruments such as money market securities.
Key Features of The Fund
5-year return | 18.09% |
Expense Ratio | 0.73% |
Fund Manager | Atul Bhole |
Fund Size | ₹10327.37 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If you want to strike a certain balance in your investment, yet want the dynamism of the stock markets, you may consider the DSP Equity and Bond Fund Direct Plan-Growth plan for investment. You may be an investor with a moderate appetite for risk and wishing to stabilise your investment portfolio with this plan. If you wish to mitigate risk in your portfolio, in a general way, you may consider the DSP Equity and Bond Fund Direct Plan-Growth scheme. Whatever you decide to do, you should think about aligning your investment with your personal financial goals.
AMC Contact Details
Name | DSP Mutual Fund |
Launch Date | May 1996 |
Addresss | NATRAJ, Office No. 302, 3rd Floor, Plot No - 194, MV Road Junction, Western Express Highway, Andheri (East) Mumbai |
Contact | 7738000030 |
service@dspim.com | |
Website | https://www.dspim.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of DSP Equity and Bond Fund?
What is the AUM of DSP Equity and Bond Fund?
What is the expense ratio of DSP Equity and Bond Fund?
What are the returns of DSP Equity and Bond Fund since inception?
What is the minimum SIP amount to invest in DSP Equity and Bond Fund?
How do I invest in DSP Equity and Bond Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in DSP Equity and Bond Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in DSP Equity and Bond Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in DSP Equity and Bond Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.