Vikram Chopra
Vikram joined DSP Investment Managers from L&T Investment Management and brings with him over 14 years of investment experience. He has also previously worked with Fidelity, IDBI Bank and Axis Bank Ltd.
| Scheme disclaimers » |
| CAGR since inception | |
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| NA | vs | NA | NA | NA | NA |
| NA | vs | NA | NA | NA | NA |
| Scheme disclaimers » |
| This scheme | CRISIL Hybr… # | CRISIL 1 Ye… # | Gold | PPF | |
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| # Returns do not reflect any dividend distribution | |||||
| Scheme disclaimers » |
| 1 Year | 3 Years | 5 Years | 10 Years | ||
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| # Rolling returns have been calculated based on returns from regular plan growth option. | |||||
| Range | Return Consistency (% of times) | ||||||
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| Min | Med | Max | Below 0 | 0-10 | 10-20 | 20-30 | Above 30 |
| Scheme disclaimers » |
| DSP Regular Savings Fun… | CRISIL Hybr… ^ | CRISIL 1 Ye… # | |
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Date of allotment: Jan 01, 2013. Different plans shall have a different expense structure. The performance details provided herein are of Direct Plan. Since inception returns have been calculated from the date of allotment till June 28, 2013 See all funds managed by Vikram Chopra » See all funds managed by Gopal Agrawal » See all funds managed by Jay Kothari » Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments ^ Scheme Benchmark # Standard Benchmark |
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| Scheme disclaimers » |
Market capitalization
Sector allocation
| Name | % of Net Assets |
|---|---|
| HDFC BANK LIMITED | 2.21% |
| BAJAJ FINANCE LIMITED | 1.42% |
| GAIL (INDIA) LIMITED | 1.25% |
| BLUE STAR LIMITED | 0.97% |
| INDUSIND BANK LIMITED | 0.96% |
| See detailed equity holdings » | |
Credit rating profile
Instrument break-up
| Name | % of Net Assets |
|---|---|
| CBLO / REVERSE REPO INVESTMENTS | 8.93% |
| KKR INDIA FINANCIAL SERVICES PRIVATE LIMITED | 7.75% |
| STATE BANK OF INDIA | 5.86% |
| LIC HOUSING FINANCE LIMITED | 5.78% |
| TATA SONS LIMITED | 5.56% |
| See detailed debt holdings » | |
After entering your Aadhaar number, you will be redirected to enter OTP so that we can get your Aadhaar details limited to only a few fields.
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.
| Email ID | |
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| Mobile no. |
After entering your Aadhaar number, you will be redirected to enter OTP so that we can get your Aadhaar details limited to only a few fields.
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.
Vikram joined DSP Investment Managers from L&T Investment Management and brings with him over 14 years of investment experience. He has also previously worked with Fidelity, IDBI Bank and Axis Bank Ltd.
| Sr. No. | Period | 1 Year | 3 Years | 5 Years | |||
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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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Gopal joined DSP Investment Managers in July 2018 as Head of Macro Strategy & Senior Fund Manager in Equity Investment Team. Gopal has over 20 years' of experience. Prior to joining DSP, Gopal was the Chief Investment Officer at Tata Mutual Fund. Prior to that he nearly spent a decade at Mirae Asset Mutual Fund where he was the overall CIO and strategist, responsible for building the Investment team from the start. Before that Gopal worked with SBI Mutual Fund as fund manager, managing some of its marquee funds. He has extensive experience in sectors like Oil & Gas, Petrochemicals, Capital Goods, Power, Metals, Shipping, Chemicals & Fertilizers and Engineering.
| Sr. No. | Period | 1 Year | 3 Years | 5 Years | |||
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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, 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.
| Sr. No. | Period | 1 Year | 3 Years | 5 Years | |||
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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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*Debt securities may include securitized debts upto 50% of the net assets.
×| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| HDFC BANK LIMITED | 38,625 | 774.84 | 2.21% |
| INDUSIND BANK LIMITED | 19,943 | 337.05 | 0.96% |
| BANDHAN BANK LIMITED | 57,953 | 327.58 | 0.93% |
| AU SMALL FINANCE BANK LIMITED | 43,111 | 247.59 | 0.71% |
| KOTAK MAHINDRA BANK LIMITED | 16,959 | 193.60 | 0.55% |
| RBL BANK LIMITED | 11,326 | 57.98 | 0.17% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| BAJAJ FINANCE LIMITED | 22,926 | 497.04 | 1.42% |
| ICICI LOMBARD GENERAL INSURANCE COMPANY LIMITED | 29,338 | 237.15 | 0.68% |
| L&T FINANCE HOLDINGS LIMITED | 83,222 | 107.86 | 0.31% |
| SATIN CREDITCARE NETWORK LIMITED | 38,232 | 108.52 | 0.31% |
| HDFC STANDARD LIFE INSURANCE COMPANY LIMITED | 15,856 | 62.09 | 0.18% |
| ICICI SECURITIES LIMITED | 5,521 | 15.96 | 0.05% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| BHARAT PETROLEUM CORPORATION LIMITED | 79,563 | 297.68 | 0.85% |
| HINDUSTAN PETROLEUM CORPORATION LIMITED | 108,172 | 272.00 | 0.78% |
| CASTROL INDIA LIMITED | 93,230 | 133.18 | 0.38% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| ERIS LIFESCIENCES LIMITED | 43,003 | 313.88 | 0.9% |
| IPCA LABORATORIES LIMITED | 26,024 | 176.82 | 0.5% |
| SUN PHARMACEUTICAL INDUSTRIES LIMITED | 27,565 | 171.80 | 0.49% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| GAIL (INDIA) LIMITED | 115,528 | 437.85 | 1.25% |
| GUJARAT STATE PETRONET LIMITED | 59,296 | 103.44 | 0.3% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| BLUE STAR LIMITED | 59,511 | 338.14 | 0.97% |
| CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED | 74,826 | 167.54 | 0.48% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| VOLTAS LIMITED | 58,339 | 310.48 | 0.89% |
| LARSEN & TOUBRO LIMITED | 7,833 | 99.64 | 0.28% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| BALKRISHNA INDUSTRIES LIMITED | 14,116 | 143.78 | 0.41% |
| MOTHERSON SUMI SYSTEMS LIMITED | 45,781 | 117.57 | 0.34% |
| MINDA INDUSTRIES LIMITED | 33,773 | 119.29 | 0.34% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| MUSIC BROADCAST LIMITED | 66,466 | 208.24 | 0.59% |
| SUN TV NETWORK LIMITED | 26,122 | 160.45 | 0.46% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| V-GUARD INDUSTRIES LIMITED | 160,261 | 282.46 | 0.81% |
| BHARAT ELECTRONICS LIMITED | 98,219 | 78.87 | 0.23% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| BRITANNIA INDUSTRIES LIMITED | 3,782 | 220.24 | 0.63% |
| HATSUN AGRO PRODUCT LIMITED | 14,459 | 102.29 | 0.29% |
| HATSUN AGRO PRODUCT LIMITED - PARTLY PAID SHARES | 1,084 | 5.85 | 0.02% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| QUESS CORP LIMITED | 27,303 | 242.61 | 0.69% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| NTPC LIMITED | 108,611 | 181.22 | 0.52% |
| CESC LIMITED | 7,190 | 59.02 | 0.17% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| ASHOK LEYLAND LIMITED | 193,739 | 230.74 | 0.66% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| CUMMINS INDIA LIMITED | 17,298 | 116.43 | 0.33% |
| WIM PLAST LTD. | 10,494 | 86.59 | 0.25% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| SHREE CEMENT LIMITED | 654 | 110.48 | 0.32% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| OIL & NATURAL GAS CORPORATION LIMITED | 42,057 | 74.53 | 0.21% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| TATA STEEL LIMITED | 11,105 | 64.55 | 0.18% |
| TATA STEEL LIMITED - PARTLY PAID SHARES | 2,232 | 3.04 | 0.01% |
| Name | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|
| VEDANTA LIMITED | 18,521 | 43.02 | 0.12% |
| Name | Rating | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|---|
| KKR INDIA FINANCIAL SERVICES PRIVATE LIMITED | CRISIL AA+ | 24 | 2,715.99 | 7.75% |
| STATE BANK OF INDIA | CRISIL AA+ | 210 | 2,053.72 | 5.86% |
| LIC HOUSING FINANCE LIMITED | CRISIL AAA | 200 | 2,025.55 | 5.78% |
| TATA SONS LIMITED | CRISIL AAA | 200 | 1,949.27 | 5.56% |
| RURAL ELECTRIFICATION CORPORATION LIMITED | CRISIL AAA | 170 | 1,800.08 | 5.14% |
| SBI CARDS & PAYMENT SERVICES PRIVATE LIMITED | CRISIL AAA | 150 | 1,582.75 | 4.52% |
| TATA MOTORS LIMITED | CARE AA+ | 150 | 1,540.45 | 4.4% |
| POWER GRID CORPORATION OF INDIA LIMITED | CRISIL AAA | 100 | 1,035.80 | 2.96% |
| AXIS BANK LIMITED | CRISIL AA+ | 100 | 1,030.17 | 2.94% |
| BHARTI AIRTEL LIMITED | CRISIL AA+ | 100 | 1,010.38 | 2.88% |
| NTPC LIMITED | CRISIL AAA | 100 | 987.80 | 2.82% |
| EAST-NORTH INTERCONNECTION COMPANY LIMITED | CRISIL AAA(SO) | 100 | 984.41 | 2.81% |
| AXIS BANK LIMITED | CRISIL AA+ | 100 | 977.95 | 2.79% |
| PNB HOUSING FINANCE LIMITED | CARE AAA | 100 | 975.14 | 2.78% |
| IL&FS TRANSPORTATION NETWORKS LIMITED | CARE BB | 280 | 877.78 | 2.51% |
| TATA MOTORS LIMITED | CARE AA+ | 80 | 775.95 | 2.21% |
| GAIL (INDIA) LIMITED | CARE AAA | 50 | 513.28 | 1.46% |
| HDFC BANK LIMITED | IND AA+ | 50 | 509.30 | 1.45% |
| NTPC LIMITED | CRISIL AAA | 1,736,927 | 223.30 | 0.64% |
| Name | Rating | Quantity | Market value (in lakhs) | % of Net Assets |
|---|---|---|---|---|
| CBLO / REVERSE REPO INVESTMENTS | -- | -- | 3,129.03 | 8.93% |
The primary Investment objective of the scheme is to seek to generate income, consistent with prudent risk, from a portfolio which is substantially constituted of quality debt securities. The Scheme will also seek to generate capital appreciation by investing a smaller portion of its corpus in equity and equity related securities of issuers domiciled in India.
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