This 2-Star Rated Focused Fund Has Offered 84.47% Returns In 2-Years

When it comes to investing, the stock is one of the preferred investments. However, these days, investors are also investing in mutual funds. Mutual funds are now considered one of the smarted investment instruments, particularly via SIP. Here, we have highlighted one Mutual Fund, the Focused Mutual Fund. This fund has given good returns since its inception.

DSP Focus Fund - Direct Plan-Growth

This focused fund is an open-ended medium-sized fund of its category from the DSP Mutual Fund house. The Asset Under Management of this fund is Rs 1916.99 Crore. The NAV of this fund is Rs 35.577, declared on Rs 13th April 2022. The expense ratio of this fund is Rs 1.08%. Its expense ratio is higher than its category average expense ratio.

At the risk level, it is a high-risk fund. This fund is rated 2-star by the CRISIL. Its benchmark is Nifty 500 TRI. For investment in this fund, the minimum lump-sum amount required is Rs 500, and for SIP, it is also Rs 500. This fund has no lock-in period. The exit load of this fund is 1% if redemption is made within 364 days. 
 

Absolute And Annualised Returns

Lump-Sum Investment Returns

Since its launch, it has delivered 13.06% average annual returns.

Investment Period	Absolute Returns	Annualised Returns
1 Year	14.08%	14.08%
2 Year	82.47%	35.08%
3 Year	48.10%	13.96%
5 Year	68.28%	10.96%
Since Inception	216.30%	13.20%

SIP Returns

SIP Period	Absolute Returns	Annualised Returns
1 Year	0.69%	1.28%
2 Year	20.96%	19.49%
3 Year	28.64%	17.05%
5 Year	39.49%	13.28%

Portfolio

The fund invests 95.44 per cent of its assets in Indian stocks, with 50.81 per cent in large-cap stocks, 18.82 per cent in mid-cap stocks, and 6.25 per cent in small-cap equities. The majority of the fund's assets are invested in the financial, technology, materials, healthcare, and insurance industries. In comparison to other funds in the category, it has acquired less exposure in the financial and technology industries.

Infosys Ltd., ICICI Bank Ltd., SBI Life Insurance Company Ltd., Tech Mahindra Ltd., and Ultratech Cement Ltd. are the fund's top holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.