Formerly DSP Equ & Bond Reg Gr
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.
The fund has been a Category Leader on the Fund Size metric
The performance of the fund on a Outperformance Consistency metric has been Good
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Jun 8)
6 Month CAGR
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.
Launched (24y ago)
May 27, 1999
AUM in Crores
CRISIL Hybrid 35+65 - Agg TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|DSP Equity & Bond Fund (Growth)||9,62,096||2,29,484||11.1%|
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.
hdfc bank ltd6.9%
bajaj finance ltd5.9%
icici bank ltd5.4%
7.38% govt stock 20274.5%
7.59% govt stock 20263.9%
|Fund Name||Fund Size||Rolling Returns|
₹ 22,144 cr
₹ 8,906 cr
₹ 6,704 cr
₹ 1,150 cr
₹ 749 cr
DSP Investment Managers Private Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
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.
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.