DSP Equity (Equity, Multi Cap)

Moderately High
21 yrs 8 monthsStarted on:29 Apr 1997
₹ 2531.5 Cras on: 18 Dec 2018
Long Term Horizon
2.17%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long-term capital appreciation, from a portfolio which is substantially constituted of equity and equity related securities and may also invest a certain portion of its corpus in debt and money market securities, in order to meet liquidity requirements from time to time. In Picking out individual investment opportunities for the portfolio, the investment manager will seek both value & growth.

Exit Load

Holding Period < 12 months: 1%; Holding Period >= 12 months: Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month3.00
2 YR13.44
3 YR10.95

SIP Returns

TenureReturns (CAGR)
2 YR2.38
3 YR7.84
5 YR9.95
10 YR12.64

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.79
Bajaj Finance Ltd.6.11
ICICI Bank Ltd.5.92
Shree Cement Ltd.3.29
Tata Consultancy Services Ltd.3.14
Larsen & Toubro Ltd.3.12
Bajaj Finserv Ltd.3.01
Havells India Ltd.2.76
Ultratech Cement Ltd.2.68
Sun Pharmaceutical Inds. Ltd.2.6

Top Sectoral Holdings

Sector Name% Assets
Financial33.7
Construction14.43
Healthcare7.66
Technology7.57
Automobile6.83
FMCG5.85
Services5.25
Cons Durable4.19
Chemicals3.62
Engineering3.38

Indicators

LabelValue
Portfolio turnover ratio73
Standard Deviation17.55%
Beta1.11%
Sharpe Ratio0.26

Atul Bhole

Mr. Bhole is a B.Com (H), Chartered Accountant and MMS.
Prior to joining he has worked with JP Morgan Services Pvt. Ltd. and SBI Treasury.
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