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Snapshot
Snapshot
DSP Multi Asset Allocation Fund - Direct (IDCW)
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Summary
Fund Name : DSP Mutual Fund
Scheme Name : DSP Multi Asset Allocation Fund - Direct (IDCW)
AMC : DSP Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 07-Sep-23
Fund Manager : Aparna Karnik
Net Assets:(Rs. cr) 9801.76
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 6 % NA
Date 27-Feb-25 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 0
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 1.67 1.55 5.74 3.39 19.17 NA NA 20.50
Category Avg -0.57 2.91 3.20 -0.66 1.75 11.26 10.62 11.17
Category Best 1.67 5.73 15.38 11.80 21.15 24.12 24.13 33.44
Category Worst -1.97 -3.70 -3.83 -7.14 -10.23 1.03 3.03 -2.84
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 [%]
0.4061 2.3818 1.6804 13.3695 0.0953
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 4.94
Axis Bank 3.32
ICICI Bank 2.65
Bharti Airtel 2.00
Infosys 1.85
HCL Technologies 1.46
Reliance Industr 1.21
Larsen & Toubro 1.12
Indus Towers 1.05
GAIL (India) 1.03
Samvardh. Mothe. 1.00
Angel One 0.99
Power Grid Corpn 0.98
M & M 0.89
Oil India 0.82
Oberoi Realty 0.82
Jindal Steel 0.80
UltraTech Cem. 0.76
Sun Pharma.Inds. 0.73
H P C L 0.69
Tata Motors 0.67
Gland Pharma 0.64
Maruti Suzuki 0.58
Info Edg.(India) 0.57
L T Foods 0.54
KFin Technolog. 0.52
CIE Automotive 0.46
Hero Motocorp 0.46
Hindalco Inds. 0.44
Kalpataru Proj. 0.44
Tata Steel 0.30
Hindustan Zinc 0.28
Apollo Tyres 0.28
Tata Motors PVeh 0.21
NMDC 0.18
B P C L 0.15
Godrej Consumer 0.14
Archean Chemical 0.10
Alembic Pharma 0.08
Bayer Crop Sci. 0.08
Bharti Telecom 1.38
Muthoot Finance 1.02
Power Fin.Corpn. 0.51
N A B A R D 0.26
GSEC2065 2.18
GSEC2055 7.24 1.49
GSEC2035 6.48 1.14
Chattisgarh 2042 1.04
Maharashtra 2040 0.51
Maharashtra 2038 0.50
Uttar Pradesh 2044 0.50
GSEC2040 6.68 0.49
GSEC2054 0.29
HARYANA 2039 0.24
GSEC2028 0.16
TREPS 6.59
HDFC Securities 1.00
Net CA & Others 0.69
DSP Gold ETF 10.02
DSP Nifty 50 Equal Weight ETF 6.21
DSP Silver ETF 2.10
DSP Nifty PSUETF 0.63
Axis Bank 0.75
The Communication Services Select Sector SPDR Fund 0.99
iShares Global Industrials ETF 0.97
iShares S&P 500 Energy Sector UCITS ETF 0.61
iShares Global Healthcare ETF 0.47
iShares Global Comm Services ETF 0.05
Cash Margin 1.43
SK Hynix Inc 1.61
NVIDIA CORP 1.43
Sony group 0.92
Alibaba Group Holding Limited 0.91
Amazon.com Inc 0.90
Microsoft Corp 0.82
Contemporary Amperex Technology Co Limited 0.71
Schneider Electric Se Ord 0.68
L'Oreal SA 0.60
NOVO NORDISK ADR REPSG 1 ORD 0.56
Midea Group Company Limited 0.49
Tencent Holdings Limited 0.40
NIKE Inc 0.27
Sony Financial Holdings INC NPV 0.01
GOLD 4.59
Embassy Off.REIT 1.54
Knowledge Realty 0.75
Brookfield India 0.73
Mindspace Busine 0.39
Citius Transnet 0.48
Powergrid Infra. 0.39
RaajMarg Infra 0.37
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