Formerly DSP BlackRock Equ & Bond Reg Gr
₹ 200.122
NAV (Feb 26)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
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.
Track Record
22 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
6,080 Cr. Category leader in size
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
1.87 %
Expense Ratio
May 27, 1999
Launched (22y ago)
₹ 6,080
AUM in Crores
INF740K01318
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
About the AMC
DSP Investment Managers Private Limited
DSP Investment Managers Private Limited manages assets worth 95,150 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 51 equity,156 debt and 26 hybrid funds.
US Equity
Recommended
Top Ranked
₹ 320 Cr
Fund Size
17.1%
3Y returns
US Equity
Top Ranked
₹ 320 Cr
Fund Size
14.8%
3Y returns
US Equity
Top Ranked
₹ 320 Cr
Fund Size
14.8%
3Y returns
Diversified
Top Ranked
₹ 4,547 Cr
Fund Size
18.5%
3Y returns
Tax Saving
Top Ranked
₹ 7,332 Cr
Fund Size
11.6%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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DSP Equity & Bond Fund (G) is a aggressive hybrid hybrid fund and has delivered an annualised return of 14.8% over a period of 22 years .The fund was previously known as DSP BlackRock Equ & Bond Reg Gr.The fund is managed by DSP Investment Managers Private Limited.The fund managers are Abhishek Ghosh, Atul Bhole, Vikram Chopra
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. However, there is no assurance that the objective of the scheme will be realized.
The DSP Equity & Bond Fund (G) fund was launched on May 27, 1999. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-02-26 is ₹ 200.122. The total AUM (Asset Under Management) of the fund as of 2021-02-27 is ₹ 6079.305. The category risk of the DSP Equity & Bond Fund (G) fund is Very High Risk. The fund charges 1.87 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 74.1% in this asset class. The top three holdings of the fund are 7.27% govt stock 2026,6.45% govt stock 2029 and 5.15% govt stock 2025
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
DSP Equity & Bond Fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, DSP Equity & Bond Fund (G) has a score of 5 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.