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    • DSP Equity Fund Institutional (Growth)

    Formerly DSP BlackRock Equity Instl Gr

    DSP Mutual Funds

    DSP Equity Fund Institutional (Growth)

    EquityDiversified

    Top Ranked

    21.907

    NAV (Jun 07)

    11%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    DSP Equity Fund Institutional (Growth) is a good choice within diversified mutual funds.

    Scripbox recommends other funds for investment in diversified.

    Click here to see our recommendations.

    Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    12 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    6,745 Cr. Category leader in size

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    21.907

    NAV (Jun 7)

    Fund Returns

    Last 1Y
    2.5%
    Last 3Y
    18.5%
    Last 5Y
    11%
    Last 10Y
    NA
    Since Inception
    12.3%
    6 Month CAGR
    0.4%
    info-icon-blue

    Scheme Information

    Investment Objective

    An Open Ended growth Scheme,seeking to generate long term capital appreciation,from a portfolio that is substantially constituted of equity securities and equity related securities of issuers domiciled in India.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.04
    Launched (12y ago)
    Nov 04, 2009
    AUM in Crores
    6744.377
    ISIN
    INF740K01FY0
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 500 TR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Abhishek Ghosh

    Fund Manager

    user-avatar

    Atul Bhole

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    ₹ 19,429 cr

    5

    ₹ 5,308 cr

    5

    ₹ 4,853 cr

    5

    ₹ 3,705 cr

    5

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    DSP Investment Managers Private Limited

    DSP Investment Managers Private Limited manages assets worth 113,324 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,157 debt and 26 hybrid funds.

    amc-img

  • tel-amc-about
    022-66578000
  • mail-amc-about
    service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.4%

    16.4%

    13%

    15%

    13%

    15%

    18.5%

    12.3%

    8.8%

    8.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About DSP Equity Fund Institutional (G)

    About DSP Equity Fund Institutional (G)

    DSP Equity Fund Institutional (G) is a Diversified Equity fund and has delivered an annualised return of 12.3% over a period of 11 years. The fund was previously known as DSP BlackRock Equity Instl Gr . The fund is managed by DSP Investment Managers Private Limited. The fund managers are Abhishek Ghosh, Atul Bhole

    DSP Equity Fund Institutional (G) Investment Objective

    An Open Ended growth Scheme,seeking to generate long term capital appreciation,from a portfolio that is substantially constituted of equity securities and equity related securities of issuers domiciled in India. . However, there is no assurance that the objective of the scheme will be realized.

    DSP Equity Fund Institutional (G) NAV,AUM,Risk

    The DSP Equity Fund Institutional (G) fund was launched on Nov 04, 2009. The NAV (Net Asset Value) of this Diversified Equity fund as of 2016-06-07 is ₹21.91. The total AUM (Asset Under Management) of the fund as of 20/09/2021 is ₹6744.377. The category risk of the DSP Equity Fund Institutional (G) fund is Very High Risk. The fund charges 2.04 % as expense ratio.

    DSP Equity Fund Institutional (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.8% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , treps / reverse repo investments / corporate debt repo , ultratech cement ltd , infosys ltd , bajaj finance ltd , bajaj finserv ltd , avenue supermarts ltd , axis bank ltd , gujarat gas ltd , dr reddy's laboratories ltd , motherson sumi systems ltd , hcl technologies ltd , kotak mahindra bank ltd , net receivables/payables , sbi cards and payment services ltd ordinary shares , max financial services ltd , knr constructions ltd , tata steel ltd , ipca laboratories ltd , alkem laboratories ltd , radico khaitan ltd , tata consultancy services ltd , hdfc life insurance company limited , indraprastha gas ltd , emami ltd , polycab india ltd , can fin homes ltd , minda industries ltd , icici lombard general insurance co ltd , crompton greaves consumer electricals ltd , century plyboards (india) ltd , v-mart retail ltd , bharat forge ltd , balkrishna industries ltd , jk cement ltd , pi industries ltd , epl ltd ordinary shares , kei industries ltd , dalmia bharat ltd , hdfc asset management company limited , atul ltd , coromandel international ltd , muthoot finance ltd , voltas ltd , dixon technologies (india) ltd , relaxo footwears ltd , solar industries india ltd , divi's laboratories ltd , shree cement ltd , asian paints ltd , aia engineering ltd , icici prudential life insurance company limited , havells india ltd , equitas holding ltd , cera sanitaryware ltd , bharat petroleum corp ltd , amber enterprises india ltd ordinary shares , ganesha ecosphere ltd

    DSP Equity Fund Institutional (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    DSP Equity Fund Institutional (G) Investment volatility and Horizon

    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 IISL Nifty 500 TR INR

    DSP Equity Fund Institutional (G) Review

    DSP Equity Fund Institutional (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, DSP Equity Fund Institutional (G) has a score of 5 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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