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  • DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q)

Formerly DSP Equity Savings Reg Qt DR

DSP Mutual Funds

DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q)

HybridEquity Savings

13.072

NAV (Oct 13)

6.9%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in equity savings mutual funds.

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 ->

Track Record

5 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

390 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

13.072

NAV (Oct 13)

Fund Returns

Last 1Y
23%
Last 3Y
9.5%
Last 5Y
6.9%
Last 10Y
NA
Since Inception
8.2%
6 Month CAGR
10.4%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderately High risk

Expense Ratio
2.4
Launched (5y ago)
Mar 28, 2016
AUM in Crores
389.398
ISIN
INF740KA1496
Lock-in
No Lock-in
Benchmark
CRISIL Liquid Fund TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
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Abhishek Singh

Fund Manager

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Jay Kothari

Fund Manager

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Kedar Karnik

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,153 cr

5

₹ 18,652 cr

5

₹ 3,380 cr

5

₹ 2,661 cr

5

₹ 487 cr

5

amc-icon

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 114,494 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.

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

    DSP US Flexible Equity Fund (G)

    recommended-badge

    15.8%

    16.4%

    top-ranked-badge

    14.3%

    14.9%

    top-ranked-badge

    14.3%

    14.9%

    top-ranked-badge

    25.4%

    15.5%

    top-ranked-badge

    8.6%

    8.4%

    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 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • 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

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q)

    About DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q)

    DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.2% over a period of 5 years. The fund was previously known as DSP Equity Savings Reg Qt DR . The fund is managed by DSP Investment Managers Private Limited. The fund managers are Abhishek Singh, Jay Kothari, Kedar Karnik

    DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q) 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. . However, there is no assurance that the objective of the scheme will be realized.

    DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q) NAV,AUM,Risk

    The DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q) fund was launched on Mar 28, 2016. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-10-13 is ₹13.07. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹389.398. The category risk of the DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q) fund is Moderately High risk. The fund charges 2.4 % as expense ratio.

    DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q) Holdings

    The fund’s highest allocation is towards Equity and has invested 47.1% in this asset class. The top three holdings of the fund are , cash offset for derivatives , treps / reverse repo investments / corporate debt repo , reliance industries limited , icici bank ltd , housing development finance corp ltd , future on housing development finance corp ltd , powergrid infrastructure investment trust , hcl technologies ltd , india grid trust units series - iv , reliance industries ltd , hdfc bank ltd , future on reliance industries ltd , ipca laboratories ltd , itc ltd , cipla ltd , future on jindal steel & power ltd , future on icici bank ltd , adani ports & special economic zone ltd , tata consultancy services ltd , future on adani ports & special economic zone ltd , jindal steel & power ltd , 5.09% govt stock 2022 , welspun india ltd , 364 dtb 07042022 , crompton greaves consumer electricals ltd , max financial services ltd , coromandel international ltd , aptus value housing finance india ltd , ultratech cement ltd , adani enterprises ltd , future on adani enterprises ltd , cash margin , manappuram finance ltd , atul ltd , 8.15% govt stock 2022 , 364 dtb 30032022 , 8.20% govt stock 2022 , 364 dtb 03022022 , net receivables/payables , aurobindo pharma ltd , future on mahindra & mahindra ltd , future on aurobindo pharma ltd , mahindra & mahindra ltd , infosys ltd , divi's laboratories ltd , future on vedanta ltd , vedanta ltd , icici lombard general insurance co ltd , future on divi's laboratories ltd , future on axis bank ltd , axis bank ltd , future on itc ltd , future on hindalco industries ltd , hindalco industries ltd , asian paints ltd , future on amara raja batteries ltd , future on asian paints ltd , amara raja batteries ltd , tata consumer products ltd , future on info edge (india) ltd , info edge (india) ltd , future on tata consumer products ltd , bajaj finance ltd , future on bharat petroleum corp ltd , bharat petroleum corp ltd , nifty 16800 put oct21 , future on nmdc ltd , future on bajaj finance ltd , jsw steel ltd , nmdc ltd , future on united spirits ltd , united spirits ltd , future on escorts ltd , escorts ltd , future on biocon ltd , future on jsw steel ltd , future on the federal bank ltd , the federal bank ltd , future on sun tv network ltd , sun tv network ltd , biocon ltd , future on granules india ltd , granules india ltd , future on punjab national bank , punjab national bank , future on cadila healthcare ltd , future on tata consultancy services ltd , cadila healthcare ltd

    DSP Equity Savings Fund of Income Dist cum Cap Wdrl (RIDCW-Q) 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.

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