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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

27.807

NAV (Jan 19)

13.4%
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

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

Relative Size

7,641 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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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
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    No Lock-in
  • graph-icon-gray
    Expert Investing Only

No single fund can achieve what a plan can. Learn why

Historical NAV

27.807

NAV (Jan 19)

Fund Returns

Last 1Y

22.2%

Last 3Y

18.5%

Last 5Y

13.4%

Last 10Y

14.3%

Since Inception

14.9%

6 Month CAGR

7.7%

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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.

Expense Ratio

1.83

Launched (23y ago)

May 27, 1999

AUM in Crores

7640.943

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

calculator

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 7,783 cr

5

₹ 18,456 cr

5

₹ 1,954 cr

5

₹ 455 cr

5

₹ 2,663 cr

5

amc-icon

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 113,385 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,164 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)
    DSP US Flexible Equity Fund (G)

    20.7%

    16.2%

    19.2%

    14.8%

    19.2%

    14.8%

    20.8%

    16.6%

    23.1%

    15.2%

    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

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

    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 14.9% 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.

    Nav of DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M) as of 19/01/2022 is ₹27.81 with the total AUM as of 20/01/2022 is ₹7640.943. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M) was launched on May 27, 1999. The category risk of the fund is Very High Risk.

    The minimum SIP amount for DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

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

    How to invest in DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M)?

    What is the minimum sip amount of DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M)?

    Is DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M) good to invest in?

    What is the expense ratio of the DSP Equity & Bond Fund of Income Dist cum Cap Wdrl (RIDCW-M)?