DSP Equity Savings Fund(IDCW)
Ticker: mf15174
Decent
68/100
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WOC Mid Cap Fund(IDCW)
The fund has a decent outlook with some growth potential, but risks remain in execution and profitability consistency.
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W
WOC Mid Cap Fund(IDCW Payout)
The fund shows potential for growth but carries risks that need to be monitored closely.
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K
Kotak Gilt Fund(Q-IDCW)
The Kotak Gilt Fund shows potential but is hindered by volatility in profits and some governance concerns. It is advisable to monitor closely before making significant investments.
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K
Kotak Gilt Fund(Q-IDCW Payout)
The Kotak Gilt Fund shows moderate potential with some strengths in growth and governance, but faces challenges in profitability and valuation metrics.
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F
Franklin India Large & Mid Cap Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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F
Franklin India Large & Mid Cap Fund(IDCW Payout)
The fund shows decent potential with consistent growth and fair valuation, but some risks in governance and execution should be monitored.
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T
Tata ST Bond Fund(P-IDCW Payout)
The Tata ST Bond Fund shows decent potential but is constrained by inconsistent growth and market sentiment.
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T
Tata ST Bond Fund(M-IDCW Payout)
The Tata ST Bond Fund shows decent stability with moderate growth potential, but faces challenges in profitability and valuation compared to peers.
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T
Tata ST Bond Fund(P-IDCW)
The Tata ST Bond Fund shows decent fundamentals but faces challenges in growth and profitability. It is suitable for conservative investors seeking stability.
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T
Tata ST Bond Fund(M-IDCW)
The Tata ST Bond Fund shows decent fundamentals but faces challenges in profitability and market sentiment.
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A
Axis Balanced Advantage Fund(IDCW)
The Axis Balanced Advantage Fund shows decent potential with consistent growth and profitability metrics, but faces some valuation and execution risks.
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D
DSP Dynamic Asset Allocation Fund(M-IDCW Reinv)
The fund shows a decent overall score with strengths in growth and profitability, but some risks in execution and market sentiment.
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D
DSP Dynamic Asset Allocation Fund(M-IDCW)
The DSP Dynamic Asset Allocation Fund shows potential for moderate growth, but investors should be cautious of profitability fluctuations and execution risks.
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N
Nippon India Gold Savings Fund(IDCW)
Nippon India Gold Savings Fund shows decent potential due to its positioning in a stable sector and consistent growth, but caution is advised due to some governance concerns and execution risks.
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A
Aditya Birla SL CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund(IDCW)
The fund shows moderate potential but lacks strong growth drivers and profitability consistency.
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T
Tata Flexi Cap Fund(IDCW)
The Tata Flexi Cap Fund shows a decent overall score with strong growth potential and a solid balance sheet, making it a reasonable investment option.
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Business Overview
DSP Equity Savings Fund (IDCW) is a hybrid mutual fund designed for investors seeking a balanced approach to equity and fixed income. Ideal for conservative investors looking to grow their wealth while minimizing risk, this fund combines equity investments with debt securities to provide stability and potential returns. Its strategic asset allocation aims to capitalize on market opportunities while safeguarding against volatility, making it a prudent choice for long-term financial goals.
- Hybrid fund combining equity and debt investments
- Designed for conservative investors
- Aims for capital appreciation with lower risk
- Strategic asset allocation for market opportunities
- Suitable for long-term wealth creation
- Managed by experienced investment professionals
Investment Thesis
DSP Equity Savings Fund (IDCW) stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This fund is poised to deliver consistent returns, making it a compelling choice for retail investors seeking stability and growth.
- Strong backing from DSP Group, a well-respected financial institution.
- Significant growth opportunities in digital services, enhancing fund performance.
- Attractive valuation metrics compared to similar funds in the market.
- Focus on risk-adjusted returns, appealing to conservative investors.
- Diversified portfolio strategy aimed at capital preservation and growth.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Diversification across asset classes
- Potential tax benefits on investments
- Access to professional fund management
Risks ⚠️
- Market fluctuations affecting returns
- Interest rate changes impact bonds
- Liquidity risk in certain conditions
- Management fees may reduce profits
Peer Perspective
DSP Equity Savings Fund is currently trading at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Equity Savings Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
DSP Equity Savings Fund(IDCW) • Updated: 2025-10-01 05:07:11
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10BusinessHighThe fund is in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy operating cash flow.
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8ValuationHighValuation metrics are slightly above peers but justified by growth.
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7BalanceHighModerate debt levels and good liquidity position.
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6GovernanceGoodPromoter holding is stable with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with average liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The DSP Equity Savings Fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.