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Snapshot
Snapshot
DSP Value Fund - Direct (G)
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Summary
Fund Name : DSP Mutual Fund
Scheme Name : DSP Value Fund - Direct (G)
AMC : DSP Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 20-Nov-20
Fund Manager : Aparna Karnik
Net Assets:(Rs. cr) 1469.21
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 3.17 -0.48 -2.50 1.16 19.72 19.66 15.41 17.26
Category Avg 5.10 0.69 -4.81 -4.87 10.17 17.05 14.71 11.44
Category Best 7.97 7.77 4.13 7.04 30.88 33.34 28.20 38.25
Category Worst 0.37 -5.05 -15.28 -18.53 -8.91 0.73 3.31 -19.37
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.6568 3.2268 1.0034 6.5924 0.0352
Asset Allocation
Holdings
Company Name% Hold
Larsen & Toubro 3.19
Bharti Airtel 3.13
HDFC Bank 2.99
Power Grid Corpn 2.66
Reliance Industr 2.50
Kotak Mah. Bank 2.24
Infosys 2.10
GAIL (India) 1.96
Indus Towers 1.90
Jindal Steel 1.85
Sun Pharma.Inds. 1.85
Samvardh. Mothe. 1.70
Oil India 1.66
Angel One 1.66
Bharat Electron 1.63
Tata Motors 1.57
UltraTech Cem. 1.55
Dr Reddy's Labs 1.49
Oberoi Realty 1.40
Maruti Suzuki 1.35
HCL Technologies 1.25
Bajaj Auto 1.25
Hero Motocorp 1.20
Cipla 1.19
LTIMindtree 1.17
M & M 1.11
Craftsman Auto 1.05
L T Foods 1.00
CIE Automotive 1.00
Kalpataru Proj. 0.97
Apollo Tyres 0.95
Ipca Labs. 0.94
JSW Steel 0.91
B P C L 0.91
H P C L 0.85
Radico Khaitan 0.73
Bajaj Finance 0.70
Archean Chemical 0.65
C.E. Info System 0.64
Godrej Consumer 0.59
Vardhman Textile 0.57
Hindalco Inds. 0.53
KFin Technolog. 0.52
Tata Motors PVeh 0.47
Deepak Nitrite 0.46
Cyient 0.36
Sapphire Foods 0.31
Alembic Pharma 0.29
Guj. Ambuja Exp 0.29
Tata Steel 0.29
Atul 0.27
GMM Pfaudler 0.26
Triven.Engg.Ind. 0.24
Hindustan Zinc 0.21
Aarti Drugs 0.15
NMDC 0.11
Gland Pharma 0.09
TREPS 9.96
Net CA & Others 5.79
WCM GLOBAL EQUITY FUND 2.10
Harding Loevner Global Equity Fund 1.88
iShares S&P 500 Energy Sector UCITS ETF 0.93
iShares Global Healthcare ETF 0.31
Cash Margin 2.50
Sony group 1.27
Contemporary Amperex Technology Co Limited 1.23
Microsoft Corp 1.22
NVIDIA CORP 1.21
SK Hynix Inc 1.18
Amazon.com Inc 1.16
Tencent Holdings Limited 1.00
Alibaba Group Holding Limited 0.97
Schneider Electric Se Ord 0.85
NIKE Inc 0.82
NOVO NORDISK ADR REPSG 1 ORD 0.73
Sony Financial Holdings INC NPV 0.03
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