DSP Focused Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.4%
Sharpe Ratio0.10
Beta0.87
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
Bajaj Finance LtdFinancial Services7.91%
ICICI Bank LtdFinancial Services6.44%
Treps / Reverse Repo InvestmentsUtilities6.36%
Coforge LtdTechnology5.20%
HDFC Bank LtdFinancial Services5.12%
Axis Bank LtdFinancial Services4.31%
Ipca Laboratories LtdServices4.11%
Cholamandalam Investment and Finance Co LtdFinancial Services3.97%
Bharat Petroleum Corp LtdEnergy & Infra3.56%
SBI Life Insurance Co LtdFinancial Services3.48%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.03%
Exit Load1
Regulatory & Tax Information
INF740K01532
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)