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for top ranked funds in
medium term mutual funds.
However, Scripbox does not recommend investing in medium term mutual funds.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets). We assess the credit quality of funds in this category as relatively poor.
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We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
The primary investment objective of the Scheme is to seek to generate an attractive return,consistent with prudent risk,from a portfolio which is substantially constituted of high quality debt securities,predominantly of issuers domiciled in India. This shall be the fundamental attribute of the Scheme. As a secondary objective,the Scheme will seek capital appreciation. The Scheme will also invest a certain portion of its corpus in money market securities,in order to meet liquidity requirements from time to time. There is no assurance that the investment objective of the Scheme will be realized.
Low
Moderately Low
Moderate
Moderately High
High
Moderate Risk
0.72%
Expense Ratio
20th Jul, 2004
Launched (16y ago)
₹
336
AUM in Crores
INF740K01573
ISIN
No Lock-in
Lock-in
CRISIL Medium Term Debt TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Saurabh Bhatia
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
How to invest in best mutual funds?
Investing through Scripbox is made easy and paperless. All you need to
do is follow the below steps and start investing.
Choose a plan
Choose a plan to invest to start investing
Create your account
Set-up your investment account
Invest online & transfer
Make instant payment or setup your investment for a later date
Track your investments
Mutual fund companies allot you units and send confirmation via email & SMS. The same gets updated in your Scripbox Account
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
All week call assistance
Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews rebalances
We review your investments and make course corrections every year to
make the best out of your investments
About DSP Bond Fund (Dividend Payout - Monthly)
About DSP Bond Fund (Dividend Payout - Monthly)
DSP Bond Fund (Dividend Payout - Monthly) is a Medium Term Debt fund and has delivered an annualised return of 5.19% over a period of 16 years.
The fund was previously known as DSP BlackRock Bond Reg Mn DP.
The fund is managed by DSP Investment Managers Private Limited.
The fund manager’s name is Saurabh Bhatia.
DSP Bond Fund (Dividend Payout - Monthly) Investment Objective
The primary investment objective of the Scheme is to seek to generate an attractive return,consistent with prudent risk,from a portfolio which is substantially constituted of high quality debt securities,predominantly of issuers domiciled in India. This shall be the fundamental attribute of the Scheme. As a secondary objective,the Scheme will seek capital appreciation. The Scheme will also invest a certain portion of its corpus in money market securities,in order to meet liquidity requirements from time to time. There is no assurance that the investment objective of the Scheme will be realized.
However, there is no assurance that the objective of the scheme will be realized.
DSP Bond Fund (Dividend Payout - Monthly) NAV, AUM and Risk
The fund was launched on 2004-07-20. The NAV of the fund as of 2020-10-29 is ₹ 11.04. The total AUM of the fund as of 2020-10-29 is ₹ 336 Cr. The category risk of the fund is Moderate Risk
The fund charges 0.72 % as expense ratio.
DSP Bond Fund (Dividend Payout - Monthly) Holdings
The fund’s highest allocation is towards debt and has invested 63.57% in this asset class.
The top three holdings of the fund are icici bank limited, national bank for agriculture and rural development and housing development finance corporation limited.
DSP Bond Fund (Dividend Payout - Monthly) SIP
The minimum SIP(Systematic Investment Plan) amount for this is ₹ 1000 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.
DSP Bond Fund (Dividend Payout - Monthly) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Term Debt TR INR.
