- Mutual Funds
- DSP Mutual Funds
- DSP Equity & Bond Fund (Growth)
Formerly DSP Equ & Bond Reg Gr
DSP Equity & Bond Fund (Growth)
₹ 245.717
NAV (Jun 08)
Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 245.717
NAV (Jun 8)
Fund Returns
Last 1Y | 15.9% |
Last 3Y | 17.9% |
Last 5Y | 11.1% |
Last 10Y | 13.6% |
Since Inception | 14.2% |
6 Month CAGR | 4% |
Scheme Information
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 | 1.8 |
Launched (24y ago) | May 27, 1999 |
AUM in Crores | 7388.611 |
ISIN | INF740K01318 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.8 |
Standard Deviation (5yr) | 15.5 |
Beta (3yr) | 1.09 |
Beta (5yr) | 1.16 |
Sharpe Ratio (3yr) | 1.192 |
Sharpe Ratio (5yr) | 0.414 |
YTM | 7.32 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Equity & Bond Fund (Growth) | 9,62,096 | 2,29,484 | 11.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
6.9%bajaj finance ltd
5.9%icici bank ltd
5.4%7.38% govt stock 2027
4.5%7.59% govt stock 2026
3.9%Allocation by Sector
financial services
27.4%consumer cyclical
10.1%industrials
10.1%basic materials
9.4%consumer defensive
6.7%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 22,144 cr | ||
₹ 8,906 cr | ||
₹ 6,704 cr | ||
₹ 1,150 cr | ||
₹ 749 cr |
About the AMC
DSP Investment Managers Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.4% | 14.1% | ||
25.3% | 13.8% | ||
25.3% | 13.8% | ||
36.5% | 16.4% | ||
27.4% | 10.3% |
DSP Equity & Bond Fund (G) Review
DSP Equity & Bond Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.2% over a period of 24 years. The fund was previously known as DSP Equ & Bond Reg Gr. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Atul Bhole, Dhaval Gada, Vikram Chopra.
Nav of DSP Equity & Bond Fund (G) as of 6/8/2023 is ₹245.72 with the total AUM as of 6/9/2023 is ₹7388.611. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity & Bond Fund (G) 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 (G) 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 (G)?
How to invest in DSP Equity & Bond Fund (G)?
You can invest in DSP Equity & Bond Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of DSP Equity & Bond Fund (G)?
The minimum sip amount for DSP Equity & Bond Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Equity & Bond Fund (G) good to invest in?
As per Scripbox experts, DSP Equity & Bond Fund (G) is a Neutral fund. You can investDSP Equity & Bond Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the DSP Equity & Bond Fund (G)?
The expense ratio of the DSP Equity & Bond Fund (G) is 1.8% for regular plan.