Equity
Sectoral / Thematic
High
Investment Returns (CAGR)
1 yr.
7.29
3 yr.
14.7
5 yr.
NA
Since Inception.
12.2%
Fund Size (Rs.)
1240 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF740KA1NQ6
Expense Ratio
0.56%
Minimum SIP (Rs.)
100
Launch Date
10-Jun-2019
Fund House
DSP Mutual Fund
Exit Load
Nil
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The Scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints. ;
Equity
Sectoral / Thematic
High
Fund Size (Rs.)
1240 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF740KA1NQ6
Expense Ratio
0.56%
Minimum SIP (Rs.)
100
Launch Date
10-Jun-2019
Fund House
DSP Mutual Fund
Exit Load
Nil
1 yr. 7.29
3 yr. 14.7
5 yr.
Since Inception. 12.2%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The Scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints. ;
