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Dsp Financial Services Sectoral Debt Fund Idcw

Dsp Financial Services Sectoral Debt Fund Idcw

Mutual Fund
Other Bond
Debt
India Debt Medium Duration
Balanced Growth
Investor Profile
1–3 yearsInvestment Horizon
HNI,Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

Fund Performance

8.4% AnnuallyAlpha
+3.7% vs +-4.7% benchmarkSince Inception
+0.0% vs +0.0% benchmark3Y Annualized
+0.0% vs +0.0% benchmark5Y Annualized
Dsp Financial Services Sectoral Debt Fund Idcw
Benchmark Index

Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results and there is no assurance that the scheme's objective will be achieved. Specialised Investment Funds (SIF) involve a higher degree of risk and a minimum investment of ₹10 Lakhs.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Bharti Telecom Limitedothers8.53%
Tata Capital Limitedothers7.65%
8.05% Gujarat Sdl 2028others7.50%
Kotak Mahindra Prime Limitedothers7.44%
Sundaram Finance Limitedothers7.40%
Bajaj Finance Limitedothers7.35%
Hdb Financial Services Limitedothers7.31%
Piramal Finance Limitedothers4.51%
Mahindra And Mahindra Financial Services Limitedothers4.41%
Infina Finance Pvt Limited**others4.08%
Tata Capital Housing Finance Limitedothers3.92%

Firm OverviewFirm Overview

AMCDSP Investment Managers Private Limited

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconRegulatory & Tax Information

INF740KA1ZL1
verified
ISIN
DailyDealing Frequency
Nifty 50Benchmark

STCG | <null Months null%

LTCG | >null Months null% on gain above 1.25 Lakh

Tax Implications (India)
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