Formerly DSP Equity Savings Reg DR
₹ 11.796
NAV (Mar 27)
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 11.796
NAV (Mar 27)
Last 1Y | 7.7% |
Last 3Y | 6.1% |
Last 5Y | 6.9% |
Last 10Y | NA |
Since Inception | 7.2% |
6 Month CAGR | 0.1% |
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 | 1.33 |
Launched (8y ago) | Mar 28, 2016 |
AUM in Crores | 885.459 |
ISIN | INF740KA1454 |
Lock-in | No Lock-in |
Benchmark | NIFTY Equity Savings TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.7 |
Standard Deviation (5yr) | 9.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.215 |
Sharpe Ratio (5yr) | 0.283 |
YTM | 7.27 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
DSP Equity Savings Fund (RIDCW-A) | 8,65,512 | 1,32,900 | 6.9% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
cash offset for derivatives
31%hdfc bank ltd
8.4%7.38% govt stock 2027
7.5%treps / reverse repo investments / corporate debt repo
5.3%icici bank ltd
4.4%financial services
25%basic materials
8.5%healthcare
7%energy
6%communication services
5.9%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 10,622 cr | ||
₹ 32,429 cr | ||
₹ 8,729 cr | ||
₹ 3,389 cr | ||
₹ 1,787 cr |
DSP Investment Managers Private Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
20.1% | 15.1% | ||
18.9% | 14.6% | ||
18.9% | 14.6% | ||
34.3% | 18% | ||
21.4% | 13.2% |
DSP Equity Savings Fund (RIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.2% over a period of 8 years. The fund was previously known as DSP Equity Savings Reg 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-A) as of 3/27/2024 is ₹11.80 with the total AUM as of 3/28/2024 is ₹885.459. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Savings Fund (RIDCW-A) 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-A) 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.
What is DSP Equity Savings Fund (RIDCW-A)?
How to invest in DSP Equity Savings Fund (RIDCW-A)?
You can invest in DSP Equity Savings Fund (RIDCW-A) 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-A)?
The minimum sip amount for DSP Equity Savings Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Equity Savings Fund (RIDCW-A) good to invest in?
As per Scripbox experts, DSP Equity Savings Fund (RIDCW-A) is a Neutral fund. You can investDSP Equity Savings Fund (RIDCW-A) 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-A)?
The expense ratio of the DSP Equity Savings Fund (RIDCW-A) is 1.33% for regular plan.