• Mutual Funds
  • DSP Mutual Funds
  • DSP Equity Savings Fund (RIDCW-M)

Formerly DSP Equity Savings Reg Mn DR

DSP Mutual Funds

DSP Equity Savings Fund (RIDCW-M)

HybridEquity Savings

13.726

NAV (Jun 21)

8.6%
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 Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Good

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

Invest in this fund
Scripbox Recommended Equity Funds
Want the 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

13.726

NAV (Jun 21)

Fund Returns

Last 1Y
14.5%
Last 3Y
9%
Last 5Y
9.3%
Last 10Y
NA
Since Inception
8.7%
6 Month CAGR
7.4%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. The Scheme also intends to generate longterm capital appreciation by investing a portion of the Scheme's assets in equity and equity related instruments. However,there can be no assurance that the investment objective of the scheme will be realized.

Expense Ratio
1.27
Launched (8y ago)
Mar 28, 2016
AUM in Crores
1206.009
ISIN
INF740KA1470
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
4.2
Standard Deviation (5yr)
9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.51
Sharpe Ratio (5yr)
0.335
YTM
7.23
Fund Managers

Jay Kothari

Fund Manager

Kedar Karnik

Fund Manager

Abhishek Singh

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Equity Savings Fund (RIDCW-M)70%9,03,025 1,70,4138.6%
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 2024-06-21

Top Stock Holdings

cash offset for derivatives

36.3%
36.3%

hdfc bank ltd

9.2%
9.2%

7.38% govt stock 2027

5.6%
5.6%

future on hdfc bank ltd

4.7%
4.7%

icici bank ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

27.8%
27.8%

basic materials

7.6%
7.6%

energy

6.9%
6.9%

communication services

6.8%
6.8%

healthcare

5.4%
5.4%
See all sectors

Comparison with Hybrid Funds

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

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 3,375 cr

₹ 3,214 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 155,784 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,114 debt and 19 hybrid funds.amc-img
phone-img022-66578000
Fund NameScripbox Opinion
Till Date CAGR
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

21.1%

15.8%

18.9%

15.2%

18.9%

15.2%

37.9%

19%

19.5%

13.9%

DSP Equity Savings Fund (RIDCW-M) Review

DSP Equity Savings Fund (RIDCW-M) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.6% over a period of 8 years. The fund was previously known as DSP Equity Savings Reg Mn DR. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Abhishek Singh, Jay Kothari, Kedar Karnik.

Nav of DSP Equity Savings Fund (RIDCW-M) as of 6/21/2024 is ₹13.73 with the total AUM as of 6/24/2024 is ₹1206.009. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Savings Fund (RIDCW-M) 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 (RIDCW-M) 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.

Frequently Asked Questions

What is DSP Equity Savings Fund (RIDCW-M)?

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

How to invest in DSP Equity Savings Fund (RIDCW-M)?

You can invest in DSP Equity Savings Fund (RIDCW-M) 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 (RIDCW-M)?

The minimum sip amount for DSP Equity Savings Fund (RIDCW-M) is ₹0. You can invest in multiples of ₹5000.

Is DSP Equity Savings Fund (RIDCW-M) good to invest in?

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

The expense ratio of the DSP Equity Savings Fund (RIDCW-M) is 1.27% for regular plan.