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  • DSP Equity Fund Institutional (Growth)

Formerly DSP BlackRock Equity Instl Gr

DSP Mutual Funds

DSP Equity Fund Institutional (Growth)

EquityFlexi Cap

21.907

NAV (Jun 07)

11%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in flexi cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Invest in this fund
Scripbox Recommended Equity Funds
Want the flexi cap 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

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

Investment Objective

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 (14y ago)
Nov 04, 2009
AUM in Crores
8976.059
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

Dhaval Gada

Fund Manager

Atul Bhole

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Equity Fund Institutional (Growth)70%9,59,639 2,27,02711%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2016-06-07

Top Stock Holdings

bajaj finance ltd

7.8%
7.8%

hdfc bank ltd

6.2%
6.2%

icici bank ltd

4.9%
4.9%

apar industries ltd

4.4%
4.4%

samvardhana motherson international ltd

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

33.8%
33.8%

industrials

16.5%
16.5%

basic materials

13.3%
13.3%

consumer cyclical

12.5%
12.5%

consumer defensive

9.4%
9.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,197 cr

₹ 11,862 cr

₹ 17,630 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 135,610 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

26.4%

14.6%

26.2%

14.3%

26.2%

14.3%

42%

17.2%

27.6%

11.3%

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 13 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 Atul Bhole, Dhaval Gada.

Nav of DSP Equity Fund Institutional (G) as of 6/7/2016 is ₹21.91 with the total AUM as of 10/3/2023 is ₹8976.059. 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 2 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)?

DSP Equity Fund Institutional (G) is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.