Comprehensive analysis of DSP Focused Fund - Direct (IDCW) (16973) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
DSP Investment Managers Private Ltd
The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced 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.
Fund manager experience
Outperformance vs benchmark
Market exposure level
Historical performance consistency
Fund management costs
Recent performance momentum
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 2.30% over the 3Y period.
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 | Sector | % Assets |
|---|---|---|
| Bajaj Finance Ltd | Finance | 7.53% |
| TREPS | Debt Others | 7.15% |
| ICICI Bank Ltd | Banks | 6.55% |
| Coforge Ltd | IT - Software | 5.28% |
| HDFC Bank Ltd | Banks | 5.27% |
| Ipca Laboratories Ltd | Pharmaceuticals | 4.22% |
| Axis Bank Ltd | Banks | 4.02% |
| Bharat Petroleum Corporation Ltd | Refineries | 3.66% |
| Cholamandalam Investment & Finance Company Ltd | Finance | 3.60% |
| Coromandel International Ltd | Fertilizers | 3.42% |
Compare against Focused Fund category average
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹397.05 | 15.40% | 6.49% | 16.25% |
| SBI Focused Fund (G) | ₹353.30 | 14.94% | 5.64% | 15.25% |
| HDFC Focused Fund - Direct (G) | ₹262.54 | 15.49% | 7.14% | 23.76% |
| HDFC Focused Fund - Regular (G) | ₹231.24 | 14.90% | 6.03% | 22.28% |
| Sundaram Focused Fund - Direct (G) | ₹176.05 | 10.43% | -4.16% | 14.21% |
| Sundaram Focused Fund (G) | ₹158.77 | 9.90% | -5.08% | 13.03% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹156.85 | 12.89% | -1.00% | 16.22% |
| Aditya Birla SL Focused Fund (G) | ₹139.07 | 12.37% | -1.91% | 15.12% |
| Nippon India Focused Fund - Direct (G) | ₹131.52 | 15.74% | -2.02% | 14.69% |
| Franklin India Focused Equity Fund - Direct (G) | ₹121.77 | 14.52% | -1.46% | 17.35% |
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