Good morning :)
Add to Watchlist
Share

How to use scorecard? Learn more

DSP Focus Fund

Growth
EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 2,546 Cr
Very High RiskPrinciple investment will be at very high risk
59.480.62% (+0.36)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 2,546 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
141.451.39
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4249.211.47

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% before 12M Nil on or after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 500 - TRI

About Focused Fund

Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

Peers & Comparison

Comparing 3 mutual funds from 
EquityFocused Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
DSP Focus Fund28.91%17.67%15.13%
SBI Focused Equity Fund22.65%10.27%16.25%
HDFC Focused 30 Fund36.08%27.16%16.58%
Axis Focused Fund25.13%6.54%15.11%

Price Comparison

Compare DSP Focus Fund with any MF, ETF, stock or index
Compare DSP Focus Fund with any MF, ETF, stock or index
DSP Focus Fund
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity9.44%90.56%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+15 moreMiscellaneousSpecialized FinancePharmaceuticalsIT Services & ConsultingPrivate Banks46.00 %8.69 %9.83 %10.08 %10.92 %14.48 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2413.56%13.01%11.44%14.46%13.78%14.48%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Bajaj Finance Ltd
    BAJFINANCE
    3M change : 0.18 %

    Holdings

    6.00 %

    0.18 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.45 %

    Holdings

    5.83 %

    0.45 %
  • Coforge Ltd
    COFORGE
    3M change : 0.78 %

    Holdings

    5.06 %

    0.78 %

AMC Profile

DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.

  • No.of Schemes

    56

  • Total AUM

    ₹ 1,84,516.78 Cr.

Fund Manager Profile

Vinit Sambre

AUM:  ₹37,708.53 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 14yrs

Bhavin Gandhi

AUM:  ₹14,334.75 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

Loading...

Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.