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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

227.878

NAV (Feb 01)

8.8%
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

227.878

NAV (Feb 1)

Fund Returns

Last 1Y

-2.5%

Last 3Y

10.7%

Last 5Y

8.8%

Last 10Y

12.2%

Since Inception

14.1%

6 Month CAGR

0.6%

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

1.84

Launched (24y ago)

May 27, 1999

AUM in Crores

7529.221

ISIN

INF740K01318

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

17.6

Standard Deviation (5yr)

15.7

Beta (3yr)

1.14

Beta (5yr)

1.17

Sharpe Ratio (3yr)

0.509

Sharpe Ratio (5yr)

0.308

YTM

7.39

Fund Managers

Dhaval Gada

Fund Manager

Vikram Chopra

Fund Manager

Atul Bhole

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Equity & Bond Fund (Growth)70%907,576 174,9648.8%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-02-01

Top Stock Holdings

hdfc bank ltd

7.2%
7.2%

icici bank ltd

5.5%
5.5%

bajaj finance ltd

4.9%
4.9%

7.59% govt stock 2026

3.8%
3.8%

axis bank ltd

3.2%
3.2%
See all holdings

Allocation by Sector

financial services

27.5%
27.5%

consumer cyclical

10.5%
10.5%

industrials

8.5%
8.5%

basic materials

8.2%
8.2%

technology

7%
7%
See all sectors

Compare DSP Equity & Bond Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 2,750 cr

₹ 422 cr

₹ 3,294 cr

₹ 949 cr

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 122,208 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,172 debt and 21 hybrid funds.

amc-img

  • 022-66578000
  • service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    DSP Tax Saver Fund (G)
    DSP Tax Saver Fund (G)

    16.6%

    14.1%

    16.4%

    13.8%

    16.4%

    13.8%

    20.1%

    16.1%

    6.2%

    9.2%

    DSP Equity & Bond Fund (G) Review

    DSP Equity & Bond Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.1% over a period of 23 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 2/1/2023 is ₹227.88 with the total AUM as of 2/2/2023 is ₹7529.221. 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 1.84% for regular plan.