DSP Equity Savings Fund

Primarily market-linked growth exposure

The investment objective of the Scheme is to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. The Scheme also intends to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the scheme will be achieved.

How the money may be invested

Under normal circumstances, when adequate arbitrage opportunities are available and accessible in the cash and derivative market segment, the asset allocation of the Scheme will be as follows (Table 1): A. Equity & Equity related instruments including derivatives: 65% - 75% A1. Of which cash-futures arbitrage: 10% - 55% A2. Of which net long equity exposure: 20% - 55% B. Debt and money market instruments: 10% - 35% C. Units issued by InvITs: 0% - 10% When adequate arbitrage opportunities are not available and accessible in the cash and derivative market segment (Defensive Consideration), the asset allocation of the Scheme will be as follows (Table 2): A. Equity & Equity related instruments including derivatives: 55%-65% A1. Of which cash-futures arbitrage: 0% - 45% A2. Of which net long equity exposure: 20% - 55% B. Debt and money market instruments: 25% - 60% C. Units issued by InvITs: 0% - 10% For detailed asset allocation pattern, please refer to the Scheme Information Document

SEBI category

Equity Savings

Fund type

An open ended scheme investing in equity, arbitrage and debt

Primary benchmark

Nifty Equity Savings Index

Use the latest monthly portfolio

Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.

Manager and scheme tenure

Fund manager(s)

Mr. Abhishek Singh, Ms. Kaivalya Nadkarni, Mr. Shantanu Godambe

Manager tenure on this scheme

Since Mr. Abhishek Singh - 01/05/2021, Ms. Kaivalya Nadkarni - 01/10/2024, Mr. Shantanu Godambe - 01/08/2024

Role / co-management

Mr. Abhishek Singh - Primary (Equity and Overseas portion), Ms. Kaivalya Nadkarni (Equity portion) Mr. Shantanu Godambe (Debt portion)

The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.

Latest NAV records

NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.

What you pay and how money moves

Stated expense ratio

Regular 1.96%, Direct 1.09%

Exit load

Nil

Minimum application

100 · multiples of 1

SIP frequency

SIP - Daily / Weekly/ Monthly / Quarterly / Half-yearly / Yearly, SWP - Weekly / Monthly / Quarterly/ Half-yearly / Yearly, STP - Daily / Weekly / Monthly / Quarterly/ Half-yearly / Yearly

Minimum SIP amount

SIP, SWP, STP - Rs. 100/- for all frequencies

Minimum instalments

SIP - Minimum 12 installments for all frequencies, SWP & STP - Minimum 6 for all frequencies

How a mutual-fund investment is paid

1. Complete KYCIdentity, PAN, bank and contact verification are required.
2. Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
3. Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
4. Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
5. Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.

Download and verify at source

The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.

Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.