Can I invest in SIP and Lumpsum in DSP Focus Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in DSP Focus Fund (G). Minimum lumpsum investment DSP Focus Fund (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of DSP Focus Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of DSP Focus Fund (G) is DSP Focus Fund (G) is ₹50.58 as on 2025-02-03.

Which are the biggest stock holdings of DSP Focus Fund (G)?

The 5 biggest stock holdings of DSP Focus Fund (G) are: Bajaj Finance (6.10%), ICICI Bank (5.93%), Ipca Labs. (5.15%), Coforge (5.04%), HDFC Bank (4.84%)

What are the top sectors DSP Focus Fund (G) invests in?

A majority of DSP Focus Fund (G) 's AUM worth ₹2,482.07 (Cr) is invested in these 3 top sectors: Banks : 14.48% Finance : 12.46% IT-Software : 10.91%

Mutual Funds
DSP Focus Fund (G)

DSP Focus Fund (G)

Focused Fund

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NAV
50.58(0.28%)
Fund Size (CR)
₹2,482.07
Expense Ratio
2.03
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
11.69%

Absolute Return: -4.37%

Annualized Return: 0%

Basic Details

Scheme Manager

Vinit Sambre

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	27 January 2025	10378.13	3.78%	-	2.75%	20/114
1 Month	3 January 2025	9499.51	-5.00%	-	-6.03%	41/114
3 Month	31 October 2024	9495.59	-5.04%	-	-5.39%	58/114
6 Month	2 August 2024	9620.75	-3.79%	-	-5.85%	31/114
1 Year	2 February 2024	11412.87	14.13%	14.13%	12.16%	34/114
3 Year	3 February 2022	14799.01	47.99%	13.96%	13.51%	44/102
5 Year	3 February 2020	20031.28	100.31%	14.91%	17.58%	69/82
Since Inception	10 June 2010	50583.00	405.83%	11.69%	16.15%	101/114

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	119777.23	-0.19%	-0.19%
3 Year	2 March 2022	3,60,000	469842.00	30.51%	9.28%
5 Year	3 February 2020	6,10,000	943989.10	54.75%	9.13%
10 Year	2 March 2015	12,00,000	2422020.38	101.84%	7.28%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.31%

Standard Deviation

1.01%

Beta

0.58%

Sharpe Ratio

0.06%

Treynor's Ratio

-0.17%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Bajaj Finance	6.10%	221914	151.41	Equity	Finance
ICICI Bank	5.93%	1148242	147.16	Equity	Banks
Ipca Labs.	5.15%	753714	127.77	Equity	Pharmaceuticals
Coforge	5.04%	129453	125.09	Equity	IT - Software
HDFC Bank	4.84%	677687	120.14	Equity	Banks
Infosys	3.85%	507785	95.46	Equity	IT - Software
Axis Bank	3.80%	885319	94.26	Equity	Banks
Phoenix Mills	3.68%	558910	91.33	Equity	Realty
Cholaman.Inv.&Fn	3.66%	766081	90.85	Equity	Finance
Polycab India	3.63%	123815	90.04	Equity	Cables

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Invesco India Focused Fund - Dir (G)	3604.20	-9.03%	-5.13%	-0.50%	26.27%	19.57%
Invesco India Focused Fund - Dir (IDCW)	3604.20	-9.00%	-5.12%	-0.47%	26.27%	19.56%
Bandhan Focused Equity Fund - Direct (G)	1836.94	-7.87%	-3.05%	3.95%	20.02%	16.05%
Bandhan Focused Equity Fund - Direct (IDCW)	1836.94	-7.87%	-3.06%	3.92%	19.95%	15.98%
HDFC Focused 30 Fund - Direct (G)	15641.91	-2.88%	-2.75%	-0.43%	19.72%	23.15%

News

DSP MF announces Income Distribution cum Capital Withdrawal (IDCW) under three schemes
DSP Mutual Fund has announced 06 February 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
DSP India T.I.G.E.R Fund:
Regular Plan ' IDCW: 2.4000
Direct Plan ' IDCW: 4.4000
DSP Global Clean Energy Fund of Fund:
Regular Plan ' IDCW: 0.6000
Direct Plan ' IDCW: 0.7000
DSP Focus Fund:
Regular Plan ' IDCW: 1.8000
Direct Plan ' IDCW: 3.4000
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DSP Mutual Fund announces IDCW & Income Distribution cum Capital Withdrawal (IDCW) under its schemes
DSP Mutual Fund has announced 30 January 2025 as the record date for declaration of IDCW under the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
DSP Nifty Smallcap250 Quality 50 Index Fund - Regular Plan ' IDCW: 0.6000
DSP Nifty 50 Equal Weight Index Fund - Regular Plan ' IDCW: 1.0000
DSP Nifty 50 Equal Weight Index Fund - Direct Plan ' IDCW: 1.1000
DSP Nifty 50 Index Fund - Regular Plan ' IDCW & Direct Plan ' IDCW: 1.0000 each.
DSP Nifty Next 50 Index Fund - Regular Plan ' IDCW & Direct Plan ' IDCW: 1.1000 each.
Nifty Midcap 150 Quality 50 Index Fund - Regular Plan ' IDCW & Direct Plan ' IDCW: 0.7000 each.
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DSP Mutual Fund announces IDCW & Income Distribution cum Capital Withdrawal (IDCW) under its scheme
DSP Mutual Fund has announced 28 January 2025 as the record date for declaration of IDCW under the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
DSP Aggressive Hybrid Fund- Regular Plan ' IDCW & Direct Plan ' IDCW: 0.200 each.
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Fund House Details & Investment Objective

Date of Incorporation

23 April 2010

Total AUM (Cr)

₹2482.07

DSP Focus Fund (G) is an Focused Fund-oriented fund from the renowned AMC, DSP Mutual Fund. Launched in 23 April 2010, this fund is managed by Vinit Sambre. With assets under management (AUM) worth ₹2,482.07 (Cr), as of 3 February 2025, DSP Focus Fund (G) is categorized as a Focused Fund within its segment. The fund has generated a return of 11.69% since its launch.
The current NAV of DSP Focus Fund (G) is ₹50.58, as on 3 February 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in DSP Focus Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% - If redeemed/switched out within 1 months from the date of allotment. Nil - If redeemed/switched out after 1 months from the date of allotment. The fund has generated 13.96% and 14.91% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 91.67% in Equity, 7.63% in Debt and 0.70% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 14.48% in Banks, 12.46% in Finance, 10.91% in IT-Software, 10.07% in Pharmaceuticals & Biotech, 9.73% in Industrial Products

FAQs

How to Invest in DSP Focus Fund (G) Direct Growth?

DSP Focus Fund (G) is a popular fund in the Focused Fund segment. The fund has generated a return of 11.69% since inception. Looking to invest in DSP Focus Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in DSP Focus Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, DSP Focus Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in DSP Focus Fund (G) today and reap the benefits of this Focused Fund fund!

How much returns has DSP Focus Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, DSP Focus Fund (G) has generated annualised return of 14.13%. In the long-term, the fund has generated 13.96% and 14.91% in 3 and 5 years respectively. Since its inception, the fund has generated 11.69% returns.

What is the expense ratio of DSP Focus Fund (G) Direct Growth?

The expense ratio of DSP Focus Fund (G) Direct Growth is 2.03%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of DSP Focus Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of DSP Focus Fund (G) is ₹2,482.07 (Cr) as of 2025-02-03 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from DSP Focus Fund (G) Direct Growth?

Redeeming or selling units of DSP Focus Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from DSP Focus Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case DSP Focus Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).