- Mutual Funds
- DSP Mutual Fund
- DSP Focus Fund (G)
Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 55.78
NAV (Oct 15)
Fund Returns
Last 1Y | 42.1% |
Last 3Y | 16.9% |
Last 5Y | 18.9% |
Last 10Y | 14.2% |
Since Inception | 12.7% |
6 Month CAGR | 23.5% |
Scheme Information
The scheme portfolio will largely consist of companies, which are amongst the top 200 companies by market capitalisation. The portfolio will limit exposure to companies beyond the top 200 companies by market capitalization upto 20% of the net asset value. The scheme will also have at least 95% of the invested amount across the top 25 holdings in the portfolio which excludes debt & money market securities.
Expense Ratio | 2.02 |
Launched (0y ago) | 2.02 |
AUM in Crores | 2704 |
ISIN | INF740K01532 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.6 |
Beta | 1 |
Sharpe Ratio | 0.8 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Focus Fund (G) | 11,82,445 | 4,49,833 | 18.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Bajaj Finance Ltd.
5.8%ICICI Bank Ltd.
5.4%Infosys Ltd.
5.2%Coforge Ltd.
4.3%HDFC Bank Ltd.
4.2%Allocation by Sector
Financial
27.8%Technology
11.7%Automobile
10.4%Healthcare
10.3%Capital Goods
9.3%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.9% | 16.1% | ||
6.3% | 3.7% | ||
32.8% | 19% | ||
20.8% | 27.3% | ||
8.4% | 8.8% |
DSP Focus Fund (G) Review
DSP Focus Fund (G) is a Focused Equity fund and has delivered an annualised return of 12.729% over a period of 14 years. The fund is managed by DSP Mutual Fund. The fund managers are Bhavin Gandhi, Jay Kothari, Vinit Sambre.
Nav of DSP Focus Fund (G) as of 10/15/2024 is ₹55.78 with the total AUM as of 10/16/2024 is ₹2703.9763. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Focus Fund (G) was launched on 2010-06-10. The category risk of the fund is Above Average.
The minimum SIP amount for DSP Focus Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
DSP Focus Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
It is rated as a 2 fund in Equity and delivered 42.128% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Focus Fund (G).
Frequently Asked Questions
What is DSP Focus Fund (G)?
How to invest in DSP Focus Fund (G)?
You can invest in DSP Focus Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of DSP Focus Fund (G)?
The minimum sip amount for DSP Focus Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Focus Fund (G) good to invest in?
As per Scripbox experts, it is a 2 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the DSP Focus Fund (G)?
The expense ratio of the DSP Focus Fund (G) is 2.02% for regular plan.
What is the NAV of DSP Focus Fund (G)?
Today's DSP Focus Fund (G) NAV is ₹55.78.