DSP Focused Fund - Regular Plan - Growth

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Category: Equity: Focused
Launch Date: 10-06-2010
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.0% As on (28-11-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 270.7 Cr As on (28-11-2025)
Turn over: 43

NAV as on 12-12-2025

56.47 0.54 (0.958%)

CAGR Since Inception

11.8%

NIFTY 500 TRI 12.43%

PERFORMANCE of DSP Focused Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 12-12-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
DSP Focused Fund - Regular Plan - Growth	3.27	18.59	15.94	13.11	11.8
NIFTY 500 TRI	1.85	15.25	17.28	15.15	12.43
Equity: Focused	0.89	15.18	16.58	14.2	14.72

Yearly Performance (%)

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Fund Managers

Mr. Vinit Sambre, Mr. Bhavin Gandhi

Investment Objective

The primary investment objective of the Scheme is to generate longterm capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for DSP Focused Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of DSP Focused Fund - Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
DSP Focused Fund - Regular Plan - Growth	14.04	0.89	2.58	0.94	-	-
Equity: Focused	-	-	-	-	-	-

PEER COMPARISION of DSP Focused Fund - Regular Plan - Growth

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Period

Data as on - 12-12-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
DSP Focused Fund - Regular Plan - Growth	10-06-2010	3.27	14.5	18.59	15.94	13.11
SBI FOCUSED FUND - REGULAR PLAN -GROWTH	01-10-2004	12.09	17.45	17.49	17.17	15.54
ICICI Prudential Focused Equity Fund - Growth	05-05-2009	11.28	22.35	22.39	22.39	16.59
HDFC Focused Fund - GROWTH PLAN	05-09-2004	8.59	18.8	20.37	25.12	14.8
Kotak Focused Fund- Regular plan - Growth Option	05-07-2019	7.12	15.93	15.87	17.23	0.0
Aditya Birla Sun Life Focused Fund -Growth Option	05-10-2005	5.94	16.23	16.13	16.22	13.85
Nippon India Focused Fund -Growth Plan -Growth Option	26-12-2006	5.25	11.3	13.66	18.35	14.18
Canara Robeco Focused Fund - Regular Plan - Growth Option	05-05-2021	2.92	16.52	16.56	0.0	0.0
Mahindra Manulife Focused Fund - Regular Plan - Growth	01-11-2020	2.89	15.84	17.92	21.17	0.0
ITI Focused Fund - Regular Plan - Growth	19-06-2023	2.31	16.46	0.0	0.0	0.0

PORTFOLIO ANALYSIS of DSP Focused Fund - Regular Plan - Growth

Asset Allocation (%)