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  • DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M)

Formerly DSP Equ & Bond Reg DR

DSP Mutual Funds

DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M)

HybridAggressive Hybrid

28.834

NAV (Oct 13)

13.2%
5 Year CAGR
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

22 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

7,563 Cr. Category leader in size

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

28.834

NAV (Oct 13)

Fund Returns

Last 1Y
48.6%
Last 3Y
20.2%
Last 5Y
13.2%
Last 10Y
14.2%
Since Inception
15.2%
6 Month CAGR
22.5%
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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

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
1.87
Launched (22y ago)
May 27, 1999
AUM in Crores
7562.783
ISIN
INF740K01334
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Abhishek Ghosh

Fund Manager

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Atul Bhole

Fund Manager

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Vikram Chopra

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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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.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,153 cr

5

₹ 18,652 cr

5

₹ 3,380 cr

5

₹ 1,957 cr

5

₹ 2,661 cr

5

amc-icon

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 114,494 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,157 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66578000
  • mail-amc-about
    service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    DSP US Flexible Equity Fund (G)

    recommended-badge

    15.8%

    16.4%

    top-ranked-badge

    14.3%

    14.9%

    top-ranked-badge

    14.3%

    14.9%

    top-ranked-badge

    18.5%

    12.3%

    top-ranked-badge

    25.4%

    15.5%

    growth

    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.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund Performance

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

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

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

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M)

    About DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M)

    DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.2% over a period of 22 years. The fund was previously known as DSP Equ & Bond Reg DR . The fund is managed by DSP Investment Managers Private Limited. The fund managers are Abhishek Ghosh, Atul Bhole, Vikram Chopra

    DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M) 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 of Income Dist cum Cap Wdrl (RIDCW-M) NAV,AUM,Risk

    The DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M) fund was launched on May 27, 1999. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-13 is ₹28.83. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹7562.783. The category risk of the DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M) fund is Very High Risk. The fund charges 1.87 % as expense ratio.

    DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M) Holdings

    The fund’s highest allocation is towards Equity and has invested 74.5% in this asset class. The top three holdings of the fund are , 5.63% govt stock 2026 , icici bank ltd , hdfc bank ltd , ultratech cement ltd , bajaj finance ltd , infosys ltd , bajaj finserv ltd , avenue supermarts ltd , 7.26% govt stock 2029 , hcl technologies ltd , 7.59% govt stock 2026 , axis bank ltd , treps / reverse repo investments / corporate debt repo , gujarat gas ltd , kotak mahindra bank ltd , 5.22% goi 2025 , dr reddy's laboratories ltd , 6.79% govt stock 2027 , sbi cards and payment services ltd ordinary shares , motherson sumi systems ltd , knr constructions ltd , polycab india ltd , icici lombard general insurance co ltd , radico khaitan ltd , alkem laboratories ltd , indian railway finance corporation limited , max financial services ltd , can fin homes ltd , hdfc life insurance company limited , minda industries ltd , century plyboards (india) ltd , kei industries ltd , ipca laboratories ltd , crompton greaves consumer electricals ltd , balkrishna industries ltd , emami ltd , 7.17% govt stock 2028 , bharat forge ltd , indraprastha gas ltd , solar industries india ltd , voltas ltd , v-mart retail ltd , tata steel ltd , atul ltd , tata consultancy services ltd , hdfc asset management company limited , dalmia bharat ltd , asian paints ltd , pi industries ltd , dixon technologies (india) ltd , divi's laboratories ltd , jk cement ltd , muthoot finance ltd , goi floating rate bond 2024 , oil & natural gas corporation limited , rural electrification corporation limited , power finance corporation limited , relaxo footwears ltd , ganesha ecosphere ltd , green infra wind energy limited , icici prudential life insurance company limited , shree cement ltd , epl ltd ordinary shares , equitas holding ltd , rbl bank ltd , havells india ltd , supreme industries ltd , aia engineering ltd , indian oil corporation limited , 6.18% govt stock 2024 , bharat petroleum corp ltd , amber enterprises india ltd ordinary shares , net receivables/payables , rec limited , rural electrification corporation limited , housing development finance corporation limited , power finance corporation ltd. , 7.27% govt stock 2026 , 7.37% govt stock 2023 , 7.32% govt stock 2024 , sundaram home finance limited , power finance corporation limited , power grid corporation of india limited , indian oil corporation limited , power finance corporation limited , ntpc limited , 5.15% govt stock 2025 , food corporation of india , 05.39 gj sdl 2024 , gail (india) limited , 6.10% govt stock 2031 , power grid corporation of india limited

    DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M) 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.

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