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  • DSP Regular Savings Fund (IDCW-M)
DSP Mutual Funds

DSP Regular Savings Fund (IDCW-M)

HybridConservative Hybrid
Top Ranked

11.5381

NAV (Oct 31)

8.657%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within conservative hybrid mutual funds.Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s 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 ->

Neutral

The performance of the fund on a Consistency of Credit Quality metric has been Neutral

Fund Size

Neutral

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

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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

11.5381

NAV (Oct 31)

Fund Returns

Last 1Y
15.4%
Last 3Y
8.6%
Last 5Y
8.7%
Last 10Y
7.3%
Since Inception
8.8%
6 Month CAGR
6.7%

Scheme Information

Investment Objective

The scheme seeks to generate attractive return, consistent with prudent risk, from a portfolio comprising substantially of quality debt securities. It also aims to generate capital appreciation by investing up to 10 per cent its corpus in equity of 100 largest corporates by market capitalization, listed in India.

Expense Ratio
1.11%
Launched 20Y ago
2004-06-11
AUM in Crores
181.2
ISIN
INF740K01458
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 85+15 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
3.7
Beta
0.6
Sharpe Ratio
0.7
YTM
7.13
Fund Managers

Abhishek Singh

Fund Manager

Jay Kothari

Fund Manager

Kedar Karnik

Fund Manager

Shantanu Godambe

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 Regular Savings Fund (IDCW-M)70%9,04,319 1,71,7078.7%
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 2024-01-23

Top Stock Holdings

GOI

12.88%
12.88%

GOI

8.6%
8.6%

Power Grid Corporation Of India Ltd.

5.98%
5.98%

GOI

5.81%
5.81%

GOI

5.8%
5.8%
See all holdings

Allocation by Sector

Financial

8.83%
8.83%

Healthcare

2.71%
2.71%

Automobile

2.51%
2.51%

Consumer Staples

1.64%
1.64%

Chemicals

1.5%
1.5%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,342 cr

₹ 50,495 cr

₹ 12,689 cr

₹ 24,796 cr

₹ 5,410 cr

amc-img

About the AMC

DSP Mutual Fund

amc-img
phone-img1800-208-4499 / 1800-200-4499
Fund NameScripbox Opinion
Till Date CAGR
dsp
DSP ELSS Tax Saver Fund (G)

18.6%

15.8%

6.3%

3.5%

32.1%

18.7%

21.8%

26.8%

8.6%

8.8%

DSP Regular Savings Fund (IDCW-M) Review

DSP Regular Savings Fund (IDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.79% over 20 years. The fund has grown over a period of 20 years. The fund is managed by DSP Mutual Fund. The fund managers are Abhishek Singh, Jay Kothari, Kedar Karnik, Shantanu Godambe.

Nav of DSP Regular Savings Fund (IDCW-M) as of 10/31/2024 is ₹11.54 with the total AUM as of 11/4/2024 is ₹181.21. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Regular Savings Fund (IDCW-M) was launched on 2004-06-11. The category risk of the fund is Moderately High.

The minimum SIP amount for DSP Regular Savings Fund (IDCW-M) 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 Regular Savings Fund (IDCW-M)?

It is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in DSP Regular Savings Fund (IDCW-M)?

You can invest in DSP Regular Savings Fund (IDCW-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 Regular Savings Fund (IDCW-M)?

The minimum sip amount for DSP Regular Savings Fund (IDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is DSP Regular Savings Fund (IDCW-M) good to invest in?

According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the DSP Regular Savings Fund (IDCW-M)?

The expense ratio of the DSP Regular Savings Fund (IDCW-M) is 1.11% for regular plan.

What is the NAV of DSP Regular Savings Fund (IDCW-M)?

Today's DSP Regular Savings Fund (IDCW-M) NAV is ₹11.54.