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DSP Equity Savings Fund(G)-Direct Plan

DSP Equity Savings Fund(G)-Direct Plan

HybridDirect GrowthMedium Risk

+7.24%

5Y annualised

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NAV : 17 Sep 2026

₹25.07

Min. SIP amount

₹100

Fund size (AUM)

3306 Cr

Expense ratio

0.55%

Launched on

28 Mar 2016

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,26,160

Stock Allocation

Stock nameSectorAllocation
Hdfc Bank LimitedBank6.77%
Axis Bank LimitedBank4.64%
Kotak Mahindra Bank LimitedBank3.46%

Fund Composition

3306 Cr

Large Cap

55.86%

Mid Cap

9.28%

Small Cap

5.38%

Others

29.49%

Sector Allocation

3306 Cr

Bank

20.71%

Corporate Debt

11.80%

Government Securities

9.85%

Automobile & Ancillaries

6.67%

Healthcare

6.33%

Telecom

6.09%

Crude Oil

4.69%

Certificate Of Deposit

3.66%

Others

29.32%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AS

Abhishek Singh

Present

KN

Kaivalya Nadkarni

Present

SG

Shantanu Godambe

Present

Similar/Peer Fund Comparison

Fund name
E

Edelweiss Equity Savings Fund(G)-Direct Plan

+11.08%
H

HSBC Equity Savings Fund(G)-Direct Plan

+12.65%
W

WOC Equity Savings Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Equity Savings Fund(G)-Direct Plan

+9.05%
A

Aditya Birla SL Equity Savings Fund(G)-Direct Plan

+7.77%
M

Mirae Asset Equity Savings Fund(G)-Direct Plan

+9.46%
A

Axis Equity Savings Fund(G)-Direct Plan

+9.05%
B

Baroda BNP Paribas Equity Savings Fund(G)-Direct Plan

+8.98%

FAQs

DSP Equity Savings Fund(G)-Direct Plan is a part of DSP Investment Managers Private Limited, it was incepted on 28 Mar 2016. This fund is managed by Abhishek Singh, Kaivalya Nadkarni and Shantanu Godambe. It is a Hybrid type of fund.

The current NAV of DSP Equity Savings Fund(G)-Direct Plan is ₹25.07 (as of 17 Sep 2026).

DSP Equity Savings Fund(G)-Direct Plan has delivered 1.57% in 1 year, 7.94% in 3 years, and 7.24% in 5 years (annualised).

The minimum SIP amount for DSP Equity Savings Fund(G)-Direct Plan is ₹100.

The expense ratio of DSP Equity Savings Fund(G)-Direct Plan is 0.55%.

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