Mutual Fund- 

DSP Focus Fund

By Rajendra

Apr 27, 2023

image credit -Unsplash

Scheme Analysis

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DSP Focus Fund

Category 

Focused

Inception

Jun 10, 2010

Benchmark

Nifty 500

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AUM  - 1,728 Cr

Fund Manager

Vinit Sambre

This fund invests in a focused portfolio of up to 30 stocks of large, mid or small sized companies.

Portfolio Construct 

Top 5 Holding

ICICI Bank

Bajaj Finance

Infosys

Tech Mahindra

Eicher Motors

10.36

7.07

5.80

5.46

4.63

Total :-  33.32

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Market Cap Exposure

Large Cap

Mid Cap

60.40%

34.80%

DSP Focus Fund

Small Cap

4.80%

based on macro factors, with a focus on companies with higher growth prospects and attractive valuations

Information Technology

Finance

Bank

Top 5 Sector

14.31

13.27

12.62

10.78

10.42

Pharma

Industrial Product

– Have the patience & mental resilience to remain invested for a decade or more. – Recognize market falls as good opportunities to invest even more.

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-3.59%

22.88%

7.46%

DSP Focus Fund

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SIP Performance

Exit Load

upto 12 month - 1%

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As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,653

39,746

72,902

Returns

-5.26%

6.52%

7.71%

Monthly SIP of 1,000

DSP Focus Fund