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DSP Pure Assets and New Vitality Fund – Direct Plan-Progress
This fund was launched on 03 January 2013 by the DSP Mutual Fund. DSP Pure Assets and New Vitality Fund Direct Plan-Progress is an Fairness Thematic mutual fund. This Thematic-Vitality mutual fund’s Direct Plan-Progress scheme has an AUM value Rs 758.78 and Rs 57.923 NAV as of 02 March 2022. The fund’s expense ratio is 1.16%, in comparison with its class common expense ratio it’s excessive. It’s an open-ended medium-sized fund of its class. The fund is managed by Rohit Singhania and Aayush Ganeriwala. On danger mete, it’s rank excessive. CRISIL score company has given this fund 5 stars. Its efficiency amongst its peer mutual funds is excellent compared. The minimal SIP quantity to speculate on this scheme is Rs 500.
Buyers with a powerful understanding of macro traits who search to make chosen bets for higher returns than different Fairness funds. On the identical time, even when the broader market is performing effectively, these traders must be ready for average to giant losses of their investments. It has a below-average capability to restrict losses in a sinking market.
Returns
DSP Pure Assets and New Vitality Fund Direct Plan-Progress scheme return efficiency in final 1 yr is 30.78%. It has given double than its class common returns in 2 years virtually 43.80% annualized returns. In 3 and 5 years it has given good returns, higher than its class common returns. Since its launch, it has delivered 17.25% common annual returns.
Annualized and Absolute Returns
| 1-Yr | 2-Yr | 3-Yr | 5-Yr | Since Inception |
|---|---|---|---|---|
| 30.78% | 43.80% | 22.64% | 13.82% | 17.25% |
SIP Returns
| Interval Invested for | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Yr | 9.92% | 18.69% |
| 2 Yr | 54.26% | 47.83% |
| 3 Yr | 61.75% | 33.75% |
| 5 Yr | 65.55% | 20.23% |
Portfolio
73.81% of the fund investments are in Indian shares, accounting for 50.% in large-cap, 16.5% in mid-cap, and 1.77% in small-cap. The vast majority of the cash within the fund is invested within the Metals & Mining, Vitality, and Monetary sectors. Compared to different funds within the class, it has much less publicity to the Metals & Mining, and Vitality sectors. Black Rock World Funds – World Vitality Fund, Black Rock World Funds – New Vitality Fund, Hindalco Industries Ltd., Reliance Industries Ltd., and Jindal Metal & Energy Ltd. are the fund’s high 5 holdings.
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