DSP Equity Savings Fund(Q-IDCW)
Ticker: mf15172
Decent
68/100
☆ Add to Watchlist
More Options
D
DSP Equity Savings Fund(M-IDCW)
The DSP Equity Savings Fund shows moderate potential but faces challenges in growth consistency and profitability metrics. Investors should weigh these factors carefully.
View details
D
DSP Equity Savings Fund(IDCW)
The DSP Equity Savings Fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.
View details
W
WOC Mid Cap Fund(IDCW)
The fund has a decent outlook with some growth potential, but risks remain in execution and profitability consistency.
View details
W
WOC Mid Cap Fund(IDCW Payout)
The fund shows potential for growth but carries risks that need to be monitored closely.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
T
Tata ST Bond Fund(M-IDCW)
The Tata ST Bond Fund shows decent fundamentals but faces challenges in profitability and market sentiment.
View details
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.
View details
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.
View details
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.
View details
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.
View details
Business Overview
DSP Equity Savings Fund (Q-IDCW) is a hybrid mutual fund designed for investors seeking a balanced approach to wealth creation. It combines equity, debt, and arbitrage strategies to provide stability and growth potential. Ideal for conservative investors and those new to the market, this fund aims to mitigate risks while offering attractive returns. With a professional management team and a focus on long-term performance, it stands out as a reliable investment option.
- Hybrid fund with equity and debt exposure
- Designed for conservative and new investors
- Aims to balance risk and returns
- Managed by experienced professionals
- Focus on long-term wealth creation
Investment Thesis
DSP Equity Savings Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund offers a balanced approach to equity exposure while managing risks effectively, making it a compelling choice for Indian retail investors seeking long-term growth.
- Backed by DSP Group, a reputable financial services company with a proven track record.
- Capitalizing on the rapid growth of digital services, enhancing potential returns.
- Valuation metrics indicate it is competitively priced against similar funds.
- Offers a diversified portfolio, reducing risk while aiming for capital appreciation.
- Ideal for investors looking for a blend of stability and growth in their investments.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Diversification across asset classes
- Tax benefits on long-term gains
- Potential for capital appreciation
- Regular income through dividends
Risks ⚠️
- Market fluctuations impact returns
- Interest rate changes affect bonds
- Limited growth compared to equities
- Inflation erodes purchasing power
- Management fees reduce overall gains
📊 Stock Investment Checklist (100 Points)
DSP Equity Savings Fund(Q-IDCW) • Updated: 2025-10-01 05:07:56
-
10BusinessHighThe fund operates in a sector with moderate growth potential but lacks a significant competitive moat.
-
10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
-
10ProfitabilityHighROE and ROCE are acceptable, but cash flow generation is not robust compared to net profit.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighThe balance sheet shows reasonable debt levels, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is adequate, but there are concerns regarding pledging and transparency.
-
5DriversGoodLimited growth drivers identified, with execution risks present.
-
5TechnicalsGoodMarket sentiment is neutral, with low liquidity and mixed price action.
Final Score & Verdict
Score 68 / 100
• Decent
The DSP Equity Savings Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investments.