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DSP Equity Savings Fund(G)-Direct Plan

DSP Equity Savings Fund(G)-Direct Plan

Hybrid•Direct Growth•Medium Risk

+7.27%

5Y annualised

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NAV : 26 Oct 2026

₹24.87

Min. SIP amount

₹100

Fund size (AUM)

3087 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
₹3,27,745

Stock Allocation

Stock nameSectorAllocation
Hdfc Bank LimitedBank7.25%
Axis Bank LimitedBank4.69%
Kotak Mahindra Bank LimitedBank3.68%

Fund Composition

₹3087 Cr

Large Cap

53.93%

Mid Cap

9.24%

Small Cap

5.57%

Others

31.27%

Sector Allocation

₹3087 Cr

Bank

21.59%

Corporate Debt

12.64%

Government Securities

10.45%

Healthcare

6.20%

Telecom

6.14%

Automobile & Ancillaries

5.26%

Crude Oil

4.64%

Cash & Cash Equivalents And Net Assets

4.34%

Others

27.41%

Minimum investments

Min. for SIP₹100
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
H

HSBC Equity Savings Fund(G)-Direct Plan

+12.68%
E

Edelweiss Equity Savings Fund(G)-Direct Plan

+10.65%
W

WOC Equity Savings Fund(G)-Direct Plan

+0.00%
B

Bandhan Equity Savings Fund(G)-Direct Plan

+6.95%
A

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

+7.64%
M

Mahindra Manulife Equity Savings Fund(G)-Direct Plan

+9.27%
M

Mirae Asset Equity Savings Fund(G)-Direct Plan

+9.93%
F

Franklin India Equity Savings Fund(G)-Direct Plan

+7.20%

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 ₹24.87 (as of 26 Oct 2026).

DSP Equity Savings Fund(G)-Direct Plan has delivered -0.01% in 1 year, 8.25% in 3 years, and 7.27% 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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