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  • DSP Equity & Bond Fund (G)
DSP Mutual Funds

DSP Equity & Bond Fund (G)

HybridAggressive Hybrid

356.302

NAV (Oct 01)

17.75%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

356.302

NAV (Oct 1)

Fund Returns

Last 1Y
32.7%
Last 3Y
14.5%
Last 5Y
17.8%
Last 10Y
14.2%
Since Inception
15.1%
6 Month CAGR
21.2%

Scheme Information

Investment Objective

The scheme 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 (debt and money market securities).

Expense Ratio
1.75
Launched (0y ago)
1.75
AUM in Crores
10322.9
ISIN
INF740K01318
Lock-in
-
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
10.8
Beta
0.8
Sharpe Ratio
0.8
YTM
7.44
Fund Managers

Abhishek Singh

Fund Manager

Kedar Karnik

Fund Manager

Shantanu Godambe

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Equity & Bond Fund (G)70%11,45,058 4,12,44617.8%
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.

Asset allocation and Holdings

Last updated on 2024-01-23

Top Stock Holdings

HDFC Bank Ltd.

6.8%
6.84%

Bajaj Finance Ltd.

4.7%
4.65%

ICICI Bank Ltd.

4.6%
4.58%

GOI

3%
2.97%

GOI

2.8%
2.76%
See all holdings

Allocation by Sector

Financial

26.6%
26.6%

Consumer Staples

6.93%
6.93%

Healthcare

6.53%
6.53%

Automobile

6.33%
6.33%

Technology

5.72%
5.72%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,347 cr

₹ 48,201 cr

₹ 12,399 cr

₹ 24,644 cr

₹ 5,088 cr

amc-img

About the AMC

DSP Mutual Fund

amc-img
phone-img1800-208-4499 / 1800-200-4499
Fund NameScripbox Opinion
Till Date CAGR
dsp
DSP ELSS Tax Saver Fund (G)

21.143%

16.284%

11.026%

3.95%

34.778%

19.121%

20.508%

27.241%

8.575%

8.873%

DSP Equity & Bond Fund (G) Review

DSP Equity & Bond Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 15.126% over a period of 25 years. The fund is managed by DSP Mutual Fund. The fund managers are Abhishek Singh, Kedar Karnik, Shantanu Godambe.

Nav of DSP Equity & Bond Fund (G) as of 10/1/2024 is ₹356.30 with the total AUM as of 10/2/2024 is ₹10322.8622. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity & Bond Fund (G) was launched on 1999-05-27. The category risk of the fund is Average.

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)?

DSP Equity & Bond Fund (G) is a Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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 2 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 1.75% for regular plan.