Formerly DSP BR 3 Yrs Close Ended Equity Reg Div
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 15.624
NAV (Jan 4)
Last 1Y | 18.3% |
Last 3Y | 8.8% |
Last 5Y | 12.1% |
Last 10Y | NA |
Since Inception | 11.2% |
6 Month CAGR | 23.8% |
The primary investment objective of the Scheme is to generate capital appreciation by investing predominantly in portfolio of equity and equity-related securities.There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 0 |
Launched (10y ago) | Nov 27, 2014 |
AUM in Crores | 38.392 |
ISIN | INF740KA1CZ0 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.6 |
Standard Deviation (5yr) | 16.3 |
Beta (3yr) | 0 |
Beta (5yr) | 0.61 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.415 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
DSP 3 Years Close Ended Equity fund (PIDCW-A) | 9,87,109 | 2,54,497 | 12.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
DSP Investment Managers Private Limited
Fund Name | Scripbox Opinion | Till Date CAGR |
---|
DSP 3 Years Close Ended Equity fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 11.2% over a period of 9 years. The fund was previously known as DSP BR 3 Yrs Close Ended Equity Reg Div. The fund is managed by DSP Investment Managers Private Limited. The fund manager’s name is null.
Nav of DSP 3 Years Close Ended Equity fund (PIDCW-A) as of 1/4/2021 is ₹15.62 with the total AUM as of 4/20/2024 is ₹38.392. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP 3 Years Close Ended Equity fund (PIDCW-A) was launched on Nov 27, 2014. The category risk of the fund is High Risk.
The minimum SIP amount for DSP 3 Years Close Ended Equity fund (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
DSP 3 Years Close Ended Equity fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
DSP 3 Years Close Ended Equity fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 18.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP 3 Years Close Ended Equity fund (PIDCW-A).
What is DSP 3 Years Close Ended Equity fund (PIDCW-A)?
How to invest in DSP 3 Years Close Ended Equity fund (PIDCW-A)?
You can invest in DSP 3 Years Close Ended Equity fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of DSP 3 Years Close Ended Equity fund (PIDCW-A)?
The minimum sip amount for DSP 3 Years Close Ended Equity fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is DSP 3 Years Close Ended Equity fund (PIDCW-A) good to invest in?
As per Scripbox experts, DSP 3 Years Close Ended Equity fund (PIDCW-A) is a Not Reviewed Yet fund. You can investDSP 3 Years Close Ended Equity fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the DSP 3 Years Close Ended Equity fund (PIDCW-A)?
The expense ratio of the DSP 3 Years Close Ended Equity fund (PIDCW-A) is % for regular plan.