Formerly DSP BlackRock Bond Reg Mn DP
₹ 10.9149
NAV (Feb 26)
Neutral
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.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
17 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
412 Cr. Medium within the category
Impact of Interest Rate Changes
High Interest Rate Risk. The impact on fund value is high when interest rates change
Credit Quality Of Fund's Portfolio
Low Credit Risk. The fund has a high credit quality compared to other debt funds
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
No single fund can achieve what a plan can. Learn why
Scheme Information
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
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
0.8 %
Expense Ratio
Jul 20, 2004
Launched (17y ago)
₹ 412
AUM in Crores
INF740K01573
ISIN
No Lock-in
Lock-in
CRISIL Medium Term Debt TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
Recommended
Top Ranked
17 Years
Age
Track Record
Liquid
Recommended
Top Ranked
17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
About the AMC
DSP Investment Managers Private Limited
DSP Investment Managers Private Limited manages assets worth 95,150 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 51 equity,156 debt and 26 hybrid funds.
US Equity
Recommended
Top Ranked
₹ 320 Cr
Fund Size
17.1%
3Y returns
US Equity
Top Ranked
₹ 320 Cr
Fund Size
14.8%
3Y returns
US Equity
Top Ranked
₹ 320 Cr
Fund Size
14.8%
3Y returns
Diversified
Top Ranked
₹ 4,547 Cr
Fund Size
18.5%
3Y returns
Tax Saving
Top Ranked
₹ 7,332 Cr
Fund Size
11.6%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
DSP Bond Fund (DP-M) is a medium term debt fund and has delivered an annualised return of 5.1% over a period of 17 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.
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.
The DSP Bond Fund (DP-M) fund was launched on Jul 20, 2004. The NAV (Net Asset Value) of this medium term debt as of 2021-02-26 is ₹ 10.9149. The total AUM (Asset Under Management) of the fund as of 2021-02-27 is ₹ 411.797. The category risk of the DSP Bond Fund (DP-M) fund is Moderate Risk. The fund charges 0.8 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 63.2% in this asset class. The top three holdings of the fund are housing development finance corporation limited,national bank for agriculture and rural development and power finance corporation limited
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.
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.
DSP Bond Fund (DP-M) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, DSP Bond Fund (DP-M) has a score of 3 out of 5. The credit risk of the fund is 4 out of 5 as compared to other debt funds.