Mutual Fund- 

DSP Focus Fund

By Rajendra

Oct  4, 2022

image credit -Unsplash

Scheme Analysis

Thick Brush Stroke

DSP Focus Fund

Category 

Focused

Inception

Jun 10, 2010

Benchmark

Nifty 500

Scribbled Arrow

AUM  - 1,946 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

Ultra Tech

Bajaj Finance

SBI Life Insurance

Infosys

9.77

6.60

5.97

5.95

5.82

Total :-  34.21

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

63.50%

31.90%

DSP Focus Fund

Small Cap

4.50%

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

Finance

IT

Pharma

Thick Brush Stroke

Top 5 Sector -51.00%

13.28

10.56

9.82

9.77

7.57

Industrial Product

Bank

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

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year- 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

-2.57%

12.21%

9.08%

Thick Brush Stroke

SIP Performance

Exit Load

Upto 1 year -  1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,344

45,234

81,522

Returns

5.39%

15.44%

12.23%

Monthly SIP of 1,000