DSP Banking & PSU Debt Fund - IDCW - Direct Plan

  • Previous Nav

  • Net Change on 06-12-2024

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to seek to generate income and capital appreciation byprimarily investing in a portfolio of high quality debt and money market securities that are issued by banks and public sector entities/undertakings. There is no assurance that the investment objective of the Scheme will be realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
DSP Banking & PSU Debt Fund - Direct Plan - IDCW - Weekly 5.71 8.23 9.27 6.34 6.57 6.58
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
NIFTY Banking and PSU Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
DSP Banking & PSU Debt Fund - Direct Plan - IDCW - Weekly Sep 14, 2013 9.27 6.34 6.57 0.32 3,075.62
Bandhan Banking & PSU Debt Fund - Direct Daily IDCW Feb 10, 2014 8.29 6.29 6.61 0.33 13,506.88
Bandhan Banking & PSU Debt Fund - Direct Fortnightly IDCW Mar 13, 2013 8.28 6.28 6.66 0.33 13,506.88
Bandhan Banking & PSU Debt Fund - Direct IDCW Mar 07, 2013 8.14 6.21 5.48 0.33 13,506.88
Bandhan Banking & PSU Debt Fund - Direct Monthly IDCW Mar 13, 2013 8.14 6.21 6.58 0.33 13,506.88
Bandhan Banking & PSU Debt Fund - Direct Quarterly IDCW Apr 09, 2014 8.14 6.21 6.52 0.33 13,506.88

Fund Holdings as on 30-November-2024

  • 7.30% GOI 2053

  • National Bank for Financing Infrastructure and Development

  • Small Industries Development Bank of India**

  • TREPS / Reverse Repo Investments

  • Power Grid Corporation of India Limited**

  • GAIL (India) Limited**

  • REC Limited

  • National Bank for Agriculture and Rural Development

  • Indian Railway Finance Corporation Limited**

  • State Bank of India Basel III Tier 2**

  • National Bank for Agriculture and Rural Development**

  • REC Limited**

  • Power Finance Corporation Limited**

  • REC Limited

  • Bank of Baroda**

  • Axis Bank Limited**

  • Bajaj Finance Limited**

  • Power Grid Corporation of India Limited**

  • National Housing Bank**

  • Indian Railway Finance Corporation Limited**

  • 7.34% GOI 2064

  • State Bank of India**

  • NTPC Limited

  • HDFC Bank Limited**

  • 7.33% Maharashtra SDL 2044

  • National Bank for Financing Infrastructure and Development**

  • Indian Railway Finance Corporation Limited**

  • Power Finance Corporation Limited**

  • National Housing Bank**

  • Small Industries Development Bank of India

  • Indian Railway Finance Corporation Limited**

  • Power Grid Corporation of India Limited**

  • Canara Bank

  • NTPC Limited**

  • Power Finance Corporation Limited**

  • HDFC Bank Limited**

  • Indian Railway Finance Corporation Limited**

  • 7.26% Maharashtra SDL 2049

  • 7.26% Maharashtra SDL 2050

  • Small Industries Development Bank of India**

  • 7.12% Maharashtra SDL 2043

  • Power Finance Corporation Limited**

  • Small Industries Development Bank of India**

  • Canara Bank**

  • Axis Bank Limited

  • ICICI Bank Limited**

  • Canara Bank**

  • 7.12% Maharashtra SDL 2038

  • SBI Funds Management Pvt Ltd/Fund Parent

  • Net Receivables/Payables

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  • Miscellaneous

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Most Recent Dividend

  • 05/12/2024

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  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • ICRA A1+

  • ICRA AAA

  • IND A1+

  • IND AAA

  • Sov

  • Unrated

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About DSP Banking & PSU Debt Fund

Scheme Analysis

DSP Banking & PSU Debt Fund is a Debt - Banking and PSU Fund fund and belongs to DSP Mutual Fund. It was launched on 14-Sep-2013 and currently has an AUM of ₹3,075.62 crore. DSP Banking & PSU Debt Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and NIFTY Banking and PSU Debt Index as secondary index.

The NAV of DSP Banking & PSU Debt Fund ended down ₹-0.02(-0.15%)yesterday to ₹10.1445.

Among its top 3 holdings the fund has exposure to 7.30% GOI 2053, and

The DSP Banking & PSU Debt Fund is managed by Sandeep Yadav and Shantanu Godambe.

Fund House Contact

Mafatlal Centre, 10th Floor, Nariman Point, Mumbai - 400 021

+91 (22) 66578000
service@dspim.com
+91 (22) 66578181