The fund has been going through a rough patch, at least in the last six months. However, that did not stop it from ending 2023 on a high note. It stayed ahead of its peers by 3.7 per cent. The beginning of 2024 has not been as promising for DSP Equity & Bond Fund. Despite the testing times, its long-term performance remains intact as it is ahead of its peers 97 per cent of the time on a five-year rolling returns basis when observed monthly. Reasons for performance The consumer staples and financial sectors have been sore spots for this fund. HUL and Emami (its long-term rewarding pick), have had disappointing runs lately. Radico Khaitan has been the only bright spot within consumer staples. Financial, which constitutes over one-third of the fund's equity allocation, has seen significant underperformance from major players like Bajaj Finance, HDFC Bank, ICICI Bank, and Axis Bank. Conversely, Power Finance Corporation and REC have been the saving grace within financials, each rallying more than 50 per cent in the last six months. The metals and mining
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