3 Year return

23.49%
Launched on November 2018 (6 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3094.08 Cr.

Expense Ratio

0.6% (inclusive of GST)

Exit Load

0.50% - If redeemed/switched out within 1 months from the date of allotment. Nil - If redeemed/switched out after 1 months from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

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

Holdings

DSP Mutual Fund Managers

VS

Vinit Sambre

Fund Manager since Nov 2018

View Details

Fund House Details

DSP Mutual Fund

DSP Mutual Fund Asset management company

AUM ₹182,527.45 Cr.
No. of Schemes 207
Setup Date May 1996

Peer Comparison

Comparison with other similar funds

Schemes by DSP Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Debt . Gilt Fund with 10 year Constant duration

DSP 10Y G-Sec Fund Direct Plan Growth

5.44%
scheme logo

Debt . Gilt Fund with 10 year Constant duration

DSP 10Y G-Sec Fund Direct Plan IDCW Quarterly Payout

5.42%
scheme logo

Debt . Gilt Fund with 10 year Constant duration

DSP 10Y G-Sec Fund Direct Plan IDCW Monthly Payout

5.36%
scheme logo

Debt . Gilt Fund with 10 year Constant duration

DSP 10Y G-Sec Fund Direct Plan IDCW Monthly Reinvestment

5.36%
scheme logo

Debt . Gilt Fund with 10 year Constant duration

DSP 10Y G-Sec Fund Direct Plan IDCW Payout

5.22%

About DSP Healthcare Fund Direct Plan Growth

DSP Healthcare Fund Direct Plan Growth is an equity fund that falls under the DSP Mutual Fund. The fund is categorised as an equity sectoral/thematic pharma fund investing predominantly in the healthcare and pharmaceutical sector. It has the S&P BSE Healthcare TRI as its set benchmark. This scheme is categorised as one with very high risk levels.

Investment Objective of The Scheme

The primary investment goal of DSP Healthcare Fund Direct Plan Growth is to create consistent returns by investing primarily in equity and equity-related securities of pharmaceutical and healthcare companies. This thematic fund invests in existing and emerging pharmaceutical and healthcare businesses in India and worldwide (mainly in the United States). The initiative invests in businesses that stand to profit from expanding healthcare demand, improved knowledge and capacity to spend more on health, expanded export potential, and a favourable regulatory environment.

Key Features of The Fund

5-year return 33.01%
Expense Ratio 0.6%
Fund Manager Vinit Sambre
Fund Size ₹3094.08 Cr
Risk Profile Very High

Is This Scheme Right for Me?

You may consider investing in DSP Healthcare Fund Direct Plan Growth if you are an experienced investor with a very high risk appetite. This scheme is appropriate for investors with a long-term investment horizon since it requires patience and sectoral insight to 'extract value' from changing industry cycles. However, since the fund has a very high risk profile, you must ensure that you are comfortable with taking on this level of risk before investing in the fund.

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
Email 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.

Invest Smart, Start Your SIP Today

Take control of your financial future by using our systematic investment plan calculator. All you have to do is input your desired investment amount and time horizon into our SIP calculator. Witness firsthand the potential growth of your investments as you tailor your strategy to match your unique financial objectives. With a personalised approach, you can ensure steady wealth accumulation over time, bringing you closer to your financial goals.

FAQs

What is today's NAV of DSP Healthcare Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of DSP Healthcare Fund Nov 04 2024 is 44.654

What is the AUM of DSP Healthcare Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of DSP Healthcare Fund is 3094.08 crore.

What is the expense ratio of DSP Healthcare Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of DSP Healthcare Fund is 0.6%

What are the returns of DSP Healthcare Fund since inception?

The DSP Healthcare Fund was launched on Nov 12 2018. The fund has delivered a CAGR of 28.68 since inception.

What is the minimum SIP amount to invest in DSP Healthcare Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for DSP Healthcare Fund is 100.

How do I invest in DSP Healthcare Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in DSP Healthcare Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in DSP Healthcare Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in DSP Healthcare Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.