DSP Equity Savings Fund - Regular Plan - Growth

Fund House: DSP Mutual Fund

Category: Hybrid: Equity Savings

Status: Open Ended Schemes

Launch Date: 28-03-2016

Minimum Investment: 100.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: NIFTY Equity Savings TRI

Total Assets: 3500.84 As on (31-07-2025)

Expense Ratio: 1.23% As on (31-07-2025)

Turn over: 81.00% | Exit Load: Nil

NAV as on 14-08-2025

21.77

0.022

CAGR Since Inception

8.59%

NIFTY Equity Savings TRI 9.49%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Equity Savings Fund - Regular Plan - Growth 6.28 9.9 11.24 - 8.59
Benchmark - - - - -
Hybrid: Equity Savings 5.48 9.65 10.48 7.79 7.85

Funds Manager

Mr. Abhishek Singh, Ms. Kaivalya Nadkarni, Mr. Shantanu Godambe

RETURNS CALCULATORS for DSP Equity Savings Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of DSP Equity Savings Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of DSP Equity Savings Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
DSP Equity Savings Reg Gr 28-03-2016 6.28 10.67 9.9 11.24 0.0
Edelweiss Equity Savings Reg Gr 05-10-2014 8.03 12.03 10.87 10.73 8.78
LIC MF Equity Savings Fund Reg Gr 01-01-2013 7.4 10.86 9.09 10.0 6.78
ABSL Equity Savings Reg Gr 10-11-2014 7.28 9.05 8.75 9.85 7.63
ICICI Pru Equity Savings Cum 05-12-2014 6.96 8.28 8.75 9.53 8.17
Mirae Asset Equity Savings Reg Gr 15-12-2018 6.71 11.49 10.69 12.28 0.0
Tata Equity Savings Reg Gr 26-04-1997 6.17 10.85 9.54 10.1 7.28
Sundaram Equity Savings Fund Gr 05-01-2013 6.03 11.62 11.16 11.32 8.46
Baroda BNP Paribas Equity Savings Reg Gr 25-07-2019 5.81 10.77 9.54 8.46 0.0
PGIM India Equity Savings Gr 29-01-2004 5.75 7.5 7.04 8.86 6.98

Asset Allocation (%)

Key Performance and Risk Statistics of DSP Equity Savings Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Equity Savings Fund - Regular Plan - Growth 4.23 1.19 4.03 0.08 6.98 4.2
Hybrid: Equity Savings - - - - - -