DSP Top 100 Equity Fund Regular Plan Growth

• Alpha -2.40%
• Beta 1.07
• Sharpe Ratio0.85
• Std Deviation 12.81%
• Tracking Error 6.14%

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.

The DSP Top 100 Equity Fund Regular Plan Growth has an AUM of 4470.18 crores & has delivered CAGR of 14.70% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.94%. The minimum investment in DSP Top 100 Equity Fund Regular Plan Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Treps / Reverse Repo Investments, ICICI Bank, HDFC Bank & Mahindra & Mahindra.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming & Consumer Financial Services.

Some of the similar funds are DSP Top 100 Equity Fund Regular Plan Growth, Kotak Bluechip Growth, Franklin India Bluechip Fund Growth, Sundaram Large Cap Fund Reg Gr, Quant Large Cap Fund Regular Growth. DSP Top 100 Equity Fund Regular Plan Growth has a sharpe ratio of 0.85 & a standard deviation of 12.81%.