Formerly DSP Equ & Bond Reg Gr
₹ 281.363
NAV (Dec 06)
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 281.363
NAV (Dec 6)
Last 1Y | 18.7% |
Last 3Y | 15% |
Last 5Y | 14.7% |
Last 10Y | 14.9% |
Since Inception | 14.6% |
6 Month CAGR | 14.8% |
The primary investment objective of the Scheme,seeking to generate long term capital appreciation and current income from a portfolio constituted of equity and equity.
Expense Ratio | 1.79 |
Launched (24y ago) | May 27, 1999 |
AUM in Crores | 7990.477 |
ISIN | INF740K01318 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.6 |
Standard Deviation (5yr) | 14.7 |
Beta (3yr) | 1.06 |
Beta (5yr) | 1.14 |
Sharpe Ratio (3yr) | 0.886 |
Sharpe Ratio (5yr) | 0.626 |
YTM | 7.72 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
DSP Equity & Bond Fund (Growth) | 10,56,131 | 3,23,519 | 14.7% | |
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.
bajaj finance ltd
6.5%7.38% govt stock 2027
4.6%hdfc bank ltd
4.2%7.59% govt stock 2026
3.5%apar industries ltd
3.4%financial services
25.9%industrials
12.3%consumer cyclical
9.1%basic materials
8.6%consumer defensive
7%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 9,338 cr | ||
₹ 26,182 cr | ||
₹ 7,605 cr | ||
₹ 2,920 cr | ||
₹ 656 cr |
DSP Investment Managers Private Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
22.4% | 14.9% | ||
21.2% | 14.4% | ||
21.2% | 14.4% | ||
36.3% | 17.5% | ||
22.5% | 12.4% |
DSP Equity & Bond Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.6% over a period of 24 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 Dhaval Gada, Kedar Karnik, Rohit Singhania.
Nav of DSP Equity & Bond Fund (G) as of 12/6/2023 is ₹281.36 with the total AUM as of 12/7/2023 is ₹7990.477. 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 1.79% for regular plan.