To generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The 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 Scheme will normally hold equity and equity-related securities including equity derivatives, of upto 25 companies. Further, the Scheme will also have at least 95% of the invested amount (excluding investments in debt securities, money market securities and cash and cash equivalents) across the top 25 holdings in the portfolio. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidityrequirements.
DSP Focus Fund - Regular Plan - Dividend charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
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%.
Posted by : FearfulInvestor
Is it okay to buy two schemes from the same fund house (Large and Midcap category and both of them are doing well in their own category) or need to choose scheme in the same category from different fund house for diversification? I currentl...  View more | 2
Posted by : StockReader_2020
L&T Emerging Businessess Fund (G) as a small cap fund - with some exposure to Midcaps - there is huge divergence within smallcap space - Kotak Small cap is a good performing fund will suggest to add one more multi-cap fund as you have a lon...  View more | 9
Posted by : litmfin
Posted by : mahek_modi
Posted by : sk rubai
Just move to a single low cost Direct index fund which tracks the sensex. The performance will be better than any portfolio of equity mutual funds. You don`t need an advisor too and can save the costs View more | 3
Posted by : Wunder_boy