DSP Equity Savings
Empty
4–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation3.8%
Maximum Drawdown-2.7% | Jan 2026
Sharpe Ratio-1.14
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cash Offset For DerivativesUtilities32.74%
HDFC Bank LtdFinancial Services5.02%
Axis Bank LtdFinancial Services3.42%
Reliance Industries LtdEnergy & Infra3.10%
6.75% Govt Stock 2033Utilities2.87%
Treps / Reverse Repo InvestmentsUtilities2.86%
ICICI Bank LtdFinancial Services2.34%
Vodafone Idea LtdServices2.28%
Hdfc Bank LimitedUtilities2.23%
ITC LtdConsumers2.22%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.96%
Regulatory & Tax Information
INF740KA1439
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)