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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
DSP Focus Fund - Regular Plan
|
Very High
|
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2.04 |
|||
Very High
|
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1.33 |
||||
Very High
|
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1.41 |
||||
Very High
|
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1.75 |
||||
Very High
|
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1.68 |
₹2,447 Cr
1.00 (30)
100
500
100
6
Investment Strategy
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.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
DSP Focus Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Since it follows a focused investment strategy, it limits the number of stocks in its portfolio to a maximum of 30. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.
Mutual funds can be bought directly from the website of the fund house. For instance, DSP Focus Fund - Regular Plan fund can be purchased from the website of DSP Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of DSP Focus Fund - Regular Plan is ₹52.4580 as of 30-Apr-2025.
The AUM of DSP Focus Fund - Regular Plan Fund is ₹2,447 Cr as of 31-Mar-2025
The riskometer level of DSP Focus Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
8.11
|
|
6.33
|
|
5.06
|
|
4.89
|
|
4.56
|
As of 31-Mar-2025, DSP Focus Fund - Regular Plan had invested 89.26% in Equity and 10.74% in Cash & Cash Eq. See More
DSP Focus Fund - Regular Plan is 14 years 10 months old. It has delivered 11.77% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
13.70%
|
18.00%
|
21.78%
|
12.61%
|
12.01%
|
11.77%
|
No, There is no lock in period in DSP Focus Fund - Regular Plan.
The expense ratio of DSP Focus Fund - Regular Plan is 2.04.