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DSP Equity & Bond Fund (Dividend Reinvestment - Quarterly)

Hybrid

Aggressive Hybrid

₹ 14.99

NAV (SEP 08)

Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt. This makes their performance difficult to assess. With a high Equity component, the impact of market fluctuations on these funds is also high. It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

6 Years

The fund has an extended history for analysis and the track record is excellent

Relative Size

5,721 Cr

Category leader in size

Category View

Neutral

The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK.

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  • Historical growth rate of 9.00% per annum
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
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Historical NAV

14.99

NAV (SEP 08)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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Scheme Information

Investment Objective

Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities.

Low

Moderately Low

Moderate

Moderately High

High

Moderately High risk

1.9%

Expense Ratio

29th Sep, 2014

Launched (6y ago)

₹ 5,721

AUM in Crores

INF740K019C8

No Lock-in

CRISIL Hybrid 35+65 - Agg TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Atul Bhole

Fund Manager

Vikram Chopra

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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.

Asset allocation and Holdings

Last updated on 26th October 2020

Top Stock Holdings

5.77% Goi 2030

5%

Hdfc Bank Ltd

5%

Icici Bank Ltd

5%

Bajaj Finance Ltd

3%

Bharti Airtel Ltd

3%
See all holdings
allocation by market cap

Allocation by Sector

Financial Services

26%

Basic Materials

12%

Consumer Cyclical

8%

Healthcare

5%

Technology

5%
See all sectors

Comparison with Hybrid Funds

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have

  • Indicative returns of 9.00% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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How does Scripbox rate funds?

Proprietary system to rate mutual funds

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?

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.

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.

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Category View

We check if the sub-category of the fund is recommended by us

calender

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

calender

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

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About DSP Equity & Bond Fund (Dividend Reinvestment - Quarterly)

About DSP Equity & Bond Fund (Dividend Reinvestment - Quarterly)

DSP Equity & Bond Fund (Dividend Reinvestment - Quarterly) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.81% over a period of 6 years. The fund was previously known as DSP BlackRock Equ & Bond Reg Qt DR. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Atul Bhole, Vikram Chopra.

DSP Equity & Bond Fund (Dividend Reinvestment - Quarterly) Investment Objective

Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities. However, there is no assurance that the objective of the scheme will be realized.

DSP Equity & Bond Fund (Dividend Reinvestment - Quarterly) NAV, AUM and Risk

The fund was launched on 2014-09-29. The NAV of the fund as of 2017-09-08 is ₹ 14.99. The total AUM of the fund as of 2017-09-08 is ₹ 5,721 Cr. The category risk of the fund is Moderately High risk

The fund charges 1.9 % as expense ratio.

DSP Equity & Bond Fund (Dividend Reinvestment - Quarterly) Holdings

The fund’s highest allocation is towards equity and has invested 73.83% in this asset class. The top three holdings of the fund are 5.77% goi 2030, hdfc bank ltd and icici bank ltd.

DSP Equity & Bond Fund (Dividend Reinvestment - Quarterly) SIP

The minimum SIP(Systematic Investment Plan) amount for this 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.

DSP Equity & Bond Fund (Dividend Reinvestment - Quarterly) Investment volatility and Horizon

This fund 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 CRISIL Hybrid 35+65 - Agg TR INR.