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  • DSP Equity & Bond Fund (Growth)

Formerly DSP Equ & Bond Reg Gr

DSP Mutual Funds

DSP Equity & Bond Fund (Growth)

HybridAggressive Hybrid

306.856

NAV (May 29)

14.8%
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 ->

Fund Size

Category Leader

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

306.856

NAV (May 29)

Fund Returns

Last 1Y
27%
Last 3Y
13.3%
Last 5Y
14.8%
Last 10Y
14%
Since Inception
14.7%
6 Month CAGR
13.5%

Scheme Information

Investment Objective

The primary investment objective of the Scheme is to seek 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). There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
1.77
Launched (25y ago)
May 27, 1999
AUM in Crores
9044.388
ISIN
INF740K01318
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.5
Standard Deviation (5yr)
14.6
Beta (3yr)
1.05
Beta (5yr)
1.12
Sharpe Ratio (3yr)
0.789
Sharpe Ratio (5yr)
0.668
YTM
7.57
Fund Managers

Kedar Karnik

Fund Manager

Abhishek Singh

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 (Growth)70%10,58,906 3,26,29414.8%
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 2024-05-29

Top Stock Holdings

hdfc bank ltd

7.2%
7.2%

bajaj finance ltd

5.3%
5.3%

icici bank ltd

4.8%
4.8%

treps / reverse repo investments / corporate debt repo

3.3%
3.3%

7.59% govt stock 2026

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

30.1%
30.1%

consumer cyclical

9.3%
9.3%

consumer defensive

8.2%
8.2%

basic materials

6.9%
6.9%

industrials

5.1%
5.1%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 34,733 cr

₹ 3,146 cr

₹ 3,334 cr

₹ 2,024 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 149,022 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,114 debt and 19 hybrid funds.amc-img
phone-img022-66578000
Fund NameScripbox Opinion
Till Date CAGR
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

20.3%

15.6%

18.1%

15%

18.1%

15%

37.8%

18.8%

19.2%

13.6%

DSP Equity & Bond Fund (G) Review

DSP Equity & Bond Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.7% over a period of 25 years. The fund was previously known as DSP Equ & Bond Reg Gr. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Abhishek Singh, Kedar Karnik.

Nav of DSP Equity & Bond Fund (G) as of 5/29/2024 is ₹306.86 with the total AUM as of 5/30/2024 is ₹9044.388. 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)?

DSP Equity & Bond Fund (G) is a Aggressive 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 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 1.77% for regular plan.