The fund house was set up in 1997, but has come into its own in the past four years with a strong equity-focused portfolio. The AMC’s core strength is its leadership - S. Naganath, president, and Anup Maheshwari, executive vice-president - that has contributed significantly to its growth.
Asset allocation
The break-up of assets worth Rs 9,612.5 crore for equity funds, balanced funds and monthly income plans.
Top 5 fund schemes
Three of the top five successful funds are equitybased, indicating the AMC’s core strength.
Small gains
The fund house posted a profit of Rs 28 crore for 2007-8, a marginal 3.3% increase over 2006-7.
Top 5 equity holdings
The top holdings in the AMC comprise some of the best scrips in the large-cap space.
The holdings are % share of the total equity value, not the total AUM
Fund house style
Despite the change in ownership, there has been no shift in strategy, which is good for investors. The fund house is known to retain talent, which shows in the schemes’ performances. It believes that performance over the years will translate into good reputation.
If you had invested Rs 10,000 on 11 June 2000 in the DSP Opportunities fund, its value would be Rs 48,090 on 12 June 2009, an absolute growth of 380.9%.
