- Category
- III
- Strategy
- Long-only
- Fund house
- DSP Asset Managers
DSP Bharat Nirman Fund
+13.63%
1-year return, after expenses, before performance fee and tax
Benchmark BSE 200 TRI · data as of 31 Aug 2026
DSP Bharat Nirman Fund, a Category III long-only AIF from DSP Asset Managers, returned 13.63% (after expenses, before performance fee and tax) in the year to 31 Aug 2026. It began on 28 Jun 2024.
Key numbers
- AUM
- —
- Benchmark
- BSE 200 TRI
- Launched
- 28 Jun 2024
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before performance fee and tax
Returns
| Period | This fund | BSE 200 TRI |
|---|---|---|
| 1 month | +1.00% | −4.46% |
| 3 months | +8.17% | −7.52% |
| 6 months | +8.37% | −5.11% |
| 1 year | +13.63% | +1.39% |
| 2 years | +4.20% | −10.92% |
| Since inception | +5.47% | −5.58% |
After expenses, before performance fee and tax, as DSP Asset Managers reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Thematic
- Asset type
- Equity
- Benchmark
- BSE 200 TRI
- Fund manager
- Natraj Sankaranarayan
Investment approach
DSP Bharat Nirman Fund primarily invests in equity securities of companies whose fundamentals and future growth could be influenced by Economic reforms, Infrastructure development, Govt & Private Capital Expenditure and Expansion and India’s increasing relevance as a global export hub. The scheme will invest in sectors including (but not limited to) Power, Capital Goods, Engineering, Materials, Commodity, Finance, Telecom, Oil & Gas, Pharmaceuticals, Media, Fertilizers, Travel & Tourism, Cement, and Auto/ Auto Ancillaries.
The Investment Manager’s primary goal is to seek to generate capital appreciation by investing in equity and equity related securities of corporates, whose fundamentals and future growth could be influenced by: The ongoing process of economic reforms and /or Infrastructure development .Govt and Private Capital Expenditure and Expansion .India’s increasing relevance as a global export hub The sectors that the Scheme will broadly be focusing on would be Power, Capital Goods, Engineering, Materials, Commodity, Finance, Telecom, Oil & Gas, Pharmaceuticals, Media, Fertilizers, Travel & Tourism, Cement, and Auto/ Auto Ancillaries.
About the fund manager
Mr Natraj Sankaranarayan — Fund Manager
Natraj joined the DSP Investment Team in November 2023 to build long-only focused equity strategies. He brings over 25 years of investment experience, including 12 years managing India-focused bottom-up strategies, 5 years managing Global Emerging Markets portfolios, 3 years managing GCC strategies, and 2 years managing an ESG fund. He holds a PGDBA (Finance) and a B.Com. degree.
As the fund house describes it.
FAQs
What has DSP Bharat Nirman Fund returned?
13.63% (1-year return) to 31 Aug 2026, after expenses, before performance fee and tax, as DSP Asset Managers reports it. 1 month: 1.00%; 3 months: 8.17%; 6 months: 8.37%; 1 year: 13.63%; 2 years: 4.20%; Since inception: 5.47%.
What kind of AIF is DSP Bharat Nirman Fund?
A Category III AIF following a long-only strategy, with a thematic style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). DSP Bharat Nirman Fund’s stated minimum is ₹1 crore.
Who manages DSP Bharat Nirman Fund?
DSP Asset Managers runs it; the fund manager is Natraj Sankaranarayan.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: DSP Bharat Nirman Fund’s are after expenses, before performance fee and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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