DSP Equity Savings Fund - Regular Plan - IDCW - Monthly

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: 3587.97 As on (29-08-2025)

Expense Ratio: 1.29% As on (31-08-2025)

Turn over: 81.00% | Exit Load: Nil

NAV as on 07-10-2025

13.942

-0.006

CAGR Since Inception

8.4%

NIFTY Equity Savings TRI 9.64%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Equity Savings Fund - Regular Plan - IDCW - Monthly 4.71 10.11 10.7 - 8.4
Benchmark - - - - -
Hybrid: Equity Savings 5.4 10.09 10.37 7.97 7.65

Funds Manager

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

RETURNS CALCULATORS for DSP Equity Savings Fund - Regular Plan - IDCW - Monthly

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 - IDCW - Monthly

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of DSP Equity Savings Fund - Regular Plan - IDCW - Monthly

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
DSP Equity Savings Reg Mly IDCW 28-03-2016 4.71 10.9 10.11 10.7 0.0
LIC MF Equity Savings Fund Reg Gr 01-01-2013 8.32 10.31 9.96 9.89 6.83
Edelweiss Equity Savings Reg Gr 05-10-2014 7.76 11.84 11.38 10.84 9.0
HSBC Equity Savings Fund Reg Gr 01-01-2013 7.37 14.6 13.88 13.69 9.08
ABSL Equity Savings Reg Gr 10-11-2014 7.14 8.89 9.07 9.48 7.84
ICICI Pru Equity Savings Cum 05-12-2014 6.49 8.43 8.99 9.66 8.19
Kotak Equity Savings Reg Gr 11-10-2014 6.32 12.27 12.14 11.56 9.41
Mirae Asset Equity Savings Reg Gr 15-12-2018 6.31 11.54 11.27 11.81 0.0
Tata Equity Savings Reg Gr 26-04-1997 5.58 10.59 9.98 9.87 7.51
PGIM India Equity Savings Gr 29-01-2004 5.56 7.38 7.22 8.41 7.04

Asset Allocation (%)

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Equity Savings Fund - Regular Plan - IDCW - Monthly 4.23 0.74 0.81 0.66 6.98 4.2
Hybrid: Equity Savings - - - - - -