Comprehensive analysis of DSP Equity Savings Fund - Direct (IDCW-M) (32508) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
DSP Investment Managers Private Ltd
The scheme is to generate income through investments in fixed income securities and using arbitrage and other derivative strategies. The scheme also intends to generate long term capital appreciation by investing a portion of the scheme's assets in equity and equity related instruments.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
Low Expense Ratio
Diversified
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Recent performance momentum
Fund manager experience
Fund management costs
Market exposure level
Risk-adjusted returns
Historical performance consistency
Assets under management
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| GSEC2033 | Govt. Securities | 7.32% |
| HDFC Bank Ltd | Banks | 7.04% |
| GSEC2033 | Govt. Securities | 6.71% |
| HDFC Bank Ltd | Banks | 6.47% |
| Reliance Industries Ltd | Refineries | 3.49% |
| TREPS | Debt Others | 3.44% |
| Axis Bank Ltd | Banks | 3.30% |
| Reliance Industries Ltd | Refineries | 2.95% |
| Adani Enterprises Ltd | Trading | 2.75% |
| State Bank of India | Banks | 2.73% |
Compare against Equity Savings category average
This comparison shows how the fund performs relative to the Equity Savings category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Equity Savings category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Sundaram Equity Savings Fund - Direct (G) | ₹82.10 | 5.09% | 9.67% | 15.11% |
| HDFC Equity Savings Fund - Direct (G) | ₹73.90 | 4.47% | 7.27% | 13.15% |
| Sundaram Equity Savings Fund (G) | ₹70.77 | 4.32% | 7.98% | 13.23% |
| HDFC Equity Savings Fund (G) | ₹66.04 | 3.97% | 6.23% | 12.10% |
| Tata Equity Saving Fund-Dir (App) | ₹62.31 | 4.46% | 7.48% | 11.87% |
| PGIM India Equity Savings Fund-Dir (G) | ₹55.83 | 4.20% | 7.22% | 8.68% |
| Tata Equity Saving Fund - (App) | ₹55.30 | 4.13% | 6.80% | 11.05% |
| PGIM India Equity Savings Fund (G) | ₹49.30 | 3.80% | 6.38% | 7.82% |
| HSBC Equity Savings Fund - Direct (G) | ₹36.63 | -3.12% | 5.33% | 14.83% |
| Bandhan Equity Savings Fund - Direct (G) | ₹34.57 | 4.09% | 7.01% | 9.53% |
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