- Mutual Funds
- DSP Mutual Funds
- DSP Equity Fund Institutional (Growth)
Formerly DSP BlackRock Equity Instl Gr
Flexi cap 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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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% |
Scheme Information
The primary investment objective of the Scheme is to seek 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. This shall be the fundamental attribute of the Scheme. There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 2.04 |
Launched (15y ago) | Nov 04, 2009 |
AUM in Crores | 9977.360 |
ISIN | INF740K01FY0 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 18.9 |
Standard Deviation (5yr) | 18.8 |
Beta (3yr) | 0 |
Beta (5yr) | 1.04 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.205 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Equity Fund Institutional (Growth) | 9,59,639 | 2,27,027 | 11% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
bajaj finance ltd
7.1%treps / reverse repo investments / corporate debt repo
6.6%icici bank ltd
5.9%hdfc bank ltd
5.2%avenue supermarts ltd
3.8%Allocation by Sector
financial services
32.4%industrials
13.4%consumer cyclical
9.7%basic materials
9.6%consumer defensive
9.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
DSP Investment Managers Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.6% | 15.2% | ||
19.4% | 14.8% | ||
19.4% | 14.8% | ||
36.3% | 18.2% | ||
20.2% | 13.1% |
DSP Equity Fund Institutional (G) Review
DSP Equity Fund Institutional (G) is a Flexi Cap Equity fund and has delivered an annualised return of 12.3% over a period of 14 years. The fund was previously known as DSP BlackRock Equity Instl Gr. The fund is managed by DSP Asset Managers Private Limited. The fund manager’s name is Bhavin Gandhi.
Nav of DSP Equity Fund Institutional (G) as of 6/7/2016 is ₹21.91 with the total AUM as of 4/18/2024 is ₹9977.36. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Fund Institutional (G) was launched on Nov 04, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for DSP Equity Fund Institutional (G) is ₹0 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.
DSP Equity Fund Institutional (G) 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) is rated as a 3 fund in Equity and delivered 2.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Equity Fund Institutional (G).
Frequently Asked Questions
What is DSP Equity Fund Institutional (G)?
How to invest in DSP Equity Fund Institutional (G)?
You can invest in DSP Equity Fund Institutional (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 Fund Institutional (G)?
The minimum sip amount for DSP Equity Fund Institutional (G) is ₹0. You can invest in multiples of ₹5000.
Is DSP Equity Fund Institutional (G) good to invest in?
As per Scripbox experts, DSP Equity Fund Institutional (G) is a Neutral fund. You can investDSP Equity Fund Institutional (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 Fund Institutional (G)?
The expense ratio of the DSP Equity Fund Institutional (G) is 2.04% for regular plan.