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  • DSP Mutual Funds
  • DSP Equity Savings Fund (Growth)

Formerly DSP BlackRock Equity Savings Reg Gr

DSP Mutual Funds

DSP Equity Savings Fund (Growth)

HybridEquity Savings

16.762

NAV (Dec 01)

6.4%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in equity savings mutual funds.

Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

16.762

NAV (Dec 1)

Fund Returns

Last 1Y

6.3%

Last 3Y

8.4%

Last 5Y

6.4%

Last 10Y

NA

Since Inception

8%

6 Month CAGR

5.1%

Scheme Information

Investment Objective

An Open ended equity Scheme,seeking to generate income through investments in fixed income ecurities and using arbitrage and other derivative Strategies. The Scheme also intends to generate long-term capital appreciation by investing a portion of the scheme's assets in equity and equity related instruments.

Expense Ratio

1.46

Launched (6y ago)

Mar 28, 2016

AUM in Crores

524.255

ISIN

INF740KA1439

Lock-in

No Lock-in

Benchmark

Nifty Equity Savings Index TR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

10.9

Standard Deviation (5yr)

9.3

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.01

Fund Managers

Jay Kothari

Fund Manager

Kedar Karnik

Fund Manager

Abhishek Singh

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-01

Top Stock Holdings

cash offset for derivatives

30.2%
30.2%

housing development finance corp ltd

5.6%
5.6%

reliance industries limited

5%
5%

5.74% govt stock 2026

4.6%
4.6%

tech mahindra ltd

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

26.2%
26.2%

technology

10.2%
10.2%

healthcare

7.6%
7.6%

basic materials

6.5%
6.5%

energy

5.2%
5.2%
See all sectors

Compare DSP Equity Savings Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 406 cr

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 125,326 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66578000
  • service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    DSP Tax Saver Fund (G)
    DSP Tax Saver Fund (G)

    18.8%

    14.6%

    18.5%

    14.3%

    18.5%

    14.3%

    21.6%

    16.4%

    13.5%

    14.4%

    DSP Equity Savings Fund (G) Review

    DSP Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8% over a period of 6 years. The fund was previously known as DSP BlackRock Equity Savings Reg Gr. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Abhishek Singh, Jay Kothari, Kedar Karnik.

    Nav of DSP Equity Savings Fund (G) as of 12/1/2022 is ₹16.76 with the total AUM as of 12/2/2022 is ₹524.255. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Savings Fund (G) was launched on Mar 28, 2016. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for DSP Equity Savings 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.

    Frequently Asked Questions

    What is DSP Equity Savings Fund (G)?

    DSP Equity Savings Fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in DSP Equity Savings Fund (G)?

    You can invest in DSP Equity Savings 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 Savings Fund (G)?

    The minimum sip amount for DSP Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is DSP Equity Savings Fund (G) good to invest in?

    As per Scripbox experts, DSP Equity Savings Fund (G) is a Neutral fund. You can investDSP Equity Savings 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 Savings Fund (G)?

    The expense ratio of the DSP Equity Savings Fund (G) is 1.46% for regular plan.