DSP Dynamic Asset Allocation Fund - Regular Plan - IDCW - Monthly

DSP Dynamic Asset Allocation Fund - Regular Plan - IDCW - Monthly is a fund scheme from DSP mutual fund. It falls under a Dynamic Asset Allocation category. After being launched on 2014-02-06. DSP Dynamic Asset Allocation Fund - Regular Plan - IDCW - Monthly has achieved Rs 3185.69 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 1.93%.

• Investing Strategy:

  The investment objective of the Scheme is to seek capital appreciation by dynamically managing the asset allocation between equity and debt securities. The Scheme intends to generate long-term capital appreciation by investing in equity and equity related instruments and seeks to generate income through investments in debt securities, arbitrage and other derivative strategies.

• Performance:

  DSP Dynamic Asset Allocation Fund - Regular Plan - IDCW - Monthly trailing returns over different times are 4.98% (1 year), 5.16% (3 year), 5.34% (5 year). The average annual return of this fund stands at 4.98%

• Fund Manager & Portfolio Allocation:

  Laukik Bagwe, Rohit Singhania, Dhaval Gada are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Energy, Industrials, Basic Materials, Consumer Cyclical, , Sectors. First five holdings of this fund are HDFC Bank Ltd, State Bank of India, Adani Enterprises Ltd, Tata Power Co Ltd, Axis Bank Ltd, 7.32% Govt Stock 2030, 7.06% Govt Stock 2028, Rural Electrification Corporation Limited, Bajaj Finance Limited, 7.17% Govt Stock 2030, Cash Offset For Derivatives, Treps / Reverse Repo Investments, Cash Margin, Net Receivables/Payables Companies.