DSP Focus Fund

CAGR since inception
Scheme Type:
  • Risk:

    Moderately High Risk
  • Age:

    7 years 8 months since Jan 01, 2013
  • AUM:

    Rs. 1,769.04 crores as of Aug 31, 2020
  • Horizon:

    Long-term Horizon
  • Goal:

    Capital Appreciation
  • Benchmark:

    S&P BSE 200 TRI
Scheme features

Performance

Cumulative returns

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Returns calculator

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Returns summary

Rolling returns

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Historical Returns

In SEBI format

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Portfolio as of Aug 31, 2020

Equity

Market capitalization

No data to display

Sector allocation

No data to display
Top 5 stocks by holding
Name % of Net Assets
HDFC BANK LTD 9.96%
COROMANDEL INTERNATIONAL LTD 7.53%
ICICI BANK LTD 7.37%
INFOSYS LTD 5.15%
ULTRATECH CEMENT LTD 4.88%
See detailed equity holdings »

Debt & debt instruments

Credit rating profile

No data to display

Instrument break-up

No data to display
Top instruments by holding
Name % of Net Assets
TREPS / REVERSE REPO INVESTMENTS / CORPORATE DEBT REPO 3.83%
See detailed debt holdings »

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DSP Mutual Fund
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eKYC has annual investment limit of ₹ 50,000

You can only invest upto ₹ 50,000 or start SIP of ₹ 4,000 to begin with. However, if your limits are breached, DSP will assist you to upgrade your KYC.

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Vinit Sambre

Vinit is Head - Equities at DSP Investment Managers (DSPIM). Vinit joined DSPIM in July 2007, as Portfolio Analyst for the firm's Portfolio Management Services (PMS) division, which manages discretionary accounts and provides advisory services to institutional clients. As a research analyst, his focus was on sectors like Pharmaceuticals, Power Utilities, Chemicals, Fertilizers and Textiles. Vinit specializes in the small and mid cap space and has over 16 years of relevant work experience.
Previously, he was with DSP Merrill Lynch as a part of its Global Private Client business. He spent 20 months at DSP Merrill Lynch as Equity Strategist. Prior to DSP Merrill Lynch, he was employed with IL&FS Investsmart Limited as an Equity Analyst in their PMS division. He has also worked with UTI Investment Advisory Services as Equity Analyst for the offshore fund - India Growth Fund. Vinit is a Chartered Accountant from Institute of Chartered Accountant of India.

Note:
Gopal Agrawal managed the Schemes (i.e. DSP Top 100 Equity Fund, DSP Focus Fund, DSP Equity Savings Fund and DSP Regular Savings Fund) till May 31, 2020. Mr. Vinit sambre is managing Schemes From June 1, 2020. (i.e. DSP Top 100 Equity Fund, DSP Focus Fund, DSP Equity Savings Fund and DSP Regular Savings Fund) with effect from June 1, 2020.

All Funds managed by Vinit Sambre
Sr. No. Period 1 Year 3 Years 5 Years

Period for which scheme's performance has been provided is computed basis last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

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Jay Kothari

Jay Kothari, Vice President & Product Strategist -Jay has been with DSP Investment Managers since May 2005, and has been with the Investment function since January 2011. Jay joined the firm as a member of the Sales team (Banking) in May 2005. Prior to joining DSPIM, Jay worked for Standard Chartered Bank for a year in the Priority Banking division. Jay completed his Bachelor of Management Studies (Finance & International Finance) from Mumbai University, followed by an MBA in Finance from Mumbai University.
Jay is currently the Dedicated Fund Manager for overseas investments for the following schemes of DSP Mutual Fund.

All Funds managed by Jay Kothari
Sr. No. Period 1 Year 3 Years 5 Years

Period for which scheme's performance has been provided is computed basis last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

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Asset Allocation for Focus Fund

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Equity holdings for Focus Fund

Banks
17.33%

Name % of Net Assets
HDFC BANK LIMITED 9.96%
ICICI BANK LIMITED 7.37%
17.9% of Equity and equity related securities

Consumer Durables
11.83%

Name % of Net Assets
HAVELLS INDIA LIMITED 3.48%
WHIRLPOOL OF INDIA LIMITED 3.35%
SHEELA FOAM LIMITED 2.64%
TITAN COMPANY LIMITED 2.36%
12.2% of Equity and equity related securities

Software
9.81%

Name % of Net Assets
INFOSYS LIMITED 5.15%
TATA CONSULTANCY SERVICES LIMITED 3.67%
TECH MAHINDRA LIMITED 0.99%
10.1% of Equity and equity related securities

Finance
9.33%

Name % of Net Assets
SBI LIFE INSURANCE COMPANY LIMITED 3.02%
HDFC LIFE INSURANCE COMPANY LIMITED 2.43%
ICICI LOMBARD GENERAL INSURANCE COMPANY LIMITED 2.17%
BAJAJ FINANCE LIMITED 1.71%
9.6% of Equity and equity related securities

Cement
8.75%

Name % of Net Assets
ULTRATECH CEMENT LIMITED 4.88%
SHREE CEMENT LIMITED 3.87%
9% of Equity and equity related securities

Auto
7.64%

Name % of Net Assets
MARUTI SUZUKI INDIA LIMITED 4.36%
EICHER MOTORS LIMITED 3.28%
7.9% of Equity and equity related securities

Fertilisers
7.53%

Name % of Net Assets
COROMANDEL INTERNATIONAL LIMITED 7.53%
7.8% of Equity and equity related securities

Consumer Non Durables
7.38%

Name % of Net Assets
EMAMI LIMITED 2.74%
COLGATE PALMOLIVE (INDIA) LIMITED 2.7%
DABUR INDIA LIMITED 1.94%
7.6% of Equity and equity related securities

Pharmaceuticals
6%

Name % of Net Assets
DR. REDDY'S LABORATORIES LIMITED 3.09%
CIPLA LIMITED 2.91%
6.2% of Equity and equity related securities

Petroleum Products
3.85%

Name % of Net Assets
RELIANCE INDUSTRIES LIMITED 3.6%
RELIANCE INDUSTRIES LIMITED - PARTLY PAID SHARES 0.25%
4% of Equity and equity related securities

Telecom - Services
3.71%

Name % of Net Assets
BHARTI AIRTEL LIMITED 3.71%
3.8% of Equity and equity related securities

Non - Ferrous Metals
1.44%

Name % of Net Assets
HINDALCO INDUSTRIES LIMITED 1.44%
1.5% of Equity and equity related securities

Construction
1.28%

Name % of Net Assets
AHLUWALIA CONTRACTS (INDIA) LIMITED 1.28%
1.3% of Equity and equity related securities

Industrial Products
1.08%

Name % of Net Assets
AIA ENGINEERING LIMITED 1.08%
1.1% of Equity and equity related securities
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Debt holdings for Focus Fund

TREPS3.83%

Name Rating % of Net Assets
TREPS / REVERSE REPO INVESTMENTS / CORPORATE DEBT REPO -- 3.83%
100% of Debt instruments
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DSP Focus Fund presentation

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The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements.
There is no assurance that the investment objective of the Scheme will be realized.

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Why you should invest

  1. The Portfolio strategy is a blend of Value and active fund management keeping in line with the current volatile markets
  2. The Portfolio is currently invested 70% in Large Caps and 30% in Mid-Caps (The allocation to large-caps increased from a 40% to 70% over the past few months)
  3. More than 60% of the portfolio is built around the consumption theme
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