Skip to main content
  • Home
  • MF Resrach
  • DSP Focus Fund - Regular Plan - Growth

DSP Focus Fund - Regular Plan - Growth

(Erstwhile DSP BlackRock Focus 25 Fund - Regular Plan - Growth)

Category: Equity: Focused
Launch Date: 10-06-2010
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.04% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,447.35 Cr As on (31-03-2025)
Turn over: 43
NAV (₹): 52.824 ₹ -0.27 ( -0.5017%)
as on 24-04-2025
CAGR Since Inception - 11.83%
NIFTY 500 TRI - 12.45%

Fund Managers

Vinit Sambre, Jay Kothari, Bhavin Gandhi


Investment Objective

The scheme portfolio will largely consist of companies, which are amongst the top 200 companies by market capitalisation. The portfolio will limit exposure to companies beyond the top 200 companies by market capitalization upto 20% of the net asset value. The schme will also have at least 95% of the invested amount across the top 25 holdings in the portfolio which excludes debt & money market securities

PERFORMANCE of DSP Focus Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 24-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Focus Fund - Regular Plan - Growth 16.24 17.86 23.22 12.08 11.83
NIFTY 500 TRI 8.03 15.29 25.48 13.76 12.45
Equity: Focused 8.36 15.05 23.16 13.11 15.25

RETURNS CALCULATOR for DSP Focus Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Focus Fund - Regular Plan - Growth 14.04 0.58 2.28 0.97 - -
Equity: Focused - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP Focus Fund Reg Gr 10-06-2010 16.24 28.29 17.86 23.22 12.08
HDFC Focused 30 Gr 05-09-2004 17.27 28.87 23.16 31.07 14.49
ICICI Pru Focused Equity Gr 05-05-2009 16.25 30.38 21.82 28.66 14.43
Bandhan Focused Equity Reg Gr 16-03-2006 12.85 26.06 16.17 22.38 11.73
SBI Focused Equity Reg Gr 01-10-2004 12.82 22.07 13.66 21.42 14.02
Invesco India Focused Gr 08-09-2020 12.49 37.63 21.4 0.0 0.0
Canara Robeco Focused Equity Fund Reg Gr 05-05-2021 11.81 23.37 16.71 0.0 0.0
Edelweiss Focused Fund Reg Gr 26-07-2022 11.79 24.27 0.0 0.0 0.0
Old Bridge Focused Equity Reg Gr 24-01-2024 11.39 0.0 0.0 0.0 0.0
Nippon India Focused Equity Gr Gr 26-12-2006 10.45 21.29 13.93 26.64 13.45

Asset Allocation (%)

PORTFOLIO ANALYSIS of DSP Focus Fund - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)