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.
The performance of the fund on a Fund Size metric has been Good
The performance of the fund on a Outperformance Consistency metric has been Good
NAV (Oct 3)
6 Month CAGR
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.
Launched (7y ago)
Mar 28, 2016
AUM in Crores
Nifty Equity Savings Index TR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|DSP Equity Savings Fund (RIDCW-Q)||8,69,819||1,37,207||7.1%|
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.
cash offset for derivatives32.9%
7.38% govt stock 202710%
hdfc bank ltd7%
treps / reverse repo investments / corporate debt repo6.2%
icici bank ltd3.9%
|Fund Name||Fund Size||Rolling Returns|
₹ 25,274 cr
₹ 9,394 cr
₹ 3,302 cr
₹ 1,335 cr
₹ 978 cr
DSP Investment Managers Private Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
DSP Equity Savings Fund (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.1% over a period of 7 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.
Nav of DSP Equity Savings Fund (RIDCW-Q) as of 10/3/2023 is ₹12.74 with the total AUM as of 10/4/2023 is ₹661.192. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Savings Fund (RIDCW-Q) was launched on Mar 28, 2016. The category risk of the fund is Moderate Risk.
The minimum SIP amount for DSP Equity Savings Fund (RIDCW-Q) 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.
What is DSP Equity Savings Fund (RIDCW-Q)?
How to invest in DSP Equity Savings Fund (RIDCW-Q)?
You can invest in DSP Equity Savings Fund (RIDCW-Q) 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-Q)?
The minimum sip amount for DSP Equity Savings Fund (RIDCW-Q) is ₹0. You can invest in multiples of ₹5000.
Is DSP Equity Savings Fund (RIDCW-Q) good to invest in?
As per Scripbox experts, DSP Equity Savings Fund (RIDCW-Q) is a Neutral fund. You can investDSP Equity Savings Fund (RIDCW-Q) 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-Q)?
The expense ratio of the DSP Equity Savings Fund (RIDCW-Q) is 1.43% for regular plan.