- Mutual Funds
- DSP Mutual Funds
- DSP Saving Fund (PIDCW-M)
Formerly DSP BlackRock Reg Sav Reg Mn DP
DSP Saving Fund (PIDCW-M)
₹ 10.9435
NAV (Sep 22)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.9435
NAV (Sep 22)
Fund Returns
Last 1Y | 8.7% |
Last 3Y | 8.2% |
Last 5Y | 5.4% |
Last 10Y | 5.4% |
Since Inception | 6.8% |
6 Month CAGR | 7.1% |
Scheme Information
An Open Ended Income Scheme,seeking to generate income,consistent with prudent risk,from a portfolio which is substantially constituted of quality debt securities. The scheme will also seek to generate capital appreciation by investing a smaller portion of its corpus in equity and equity related securities of issuers domiciled in India.
Expense Ratio | 1.11 |
Launched (19y ago) | Jun 14, 2004 |
AUM in Crores | 188.196 |
ISIN | INF740K01458 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3.6 |
Standard Deviation (5yr) | 6.3 |
Beta (3yr) | 0.86 |
Beta (5yr) | 1.25 |
Sharpe Ratio (3yr) | 0.911 |
Sharpe Ratio (5yr) | -0.1 |
YTM | 7.41 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Saving Fund (PIDCW-M) | 8,34,080 | 1,01,468 | 5.4% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
national housing bank
8.3%7.26% govt stock 2033
8.1%power grid corporation of india limited
5.7%rec limited
5.5%7.1% govt stock 2029
5.4%Allocation by Sector
financial services
11.3%healthcare
5%technology
2.2%consumer cyclical
2%basic materials
1.8%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 9,394 cr | ||
₹ 25,274 cr | ||
₹ 7,475 cr | ||
₹ 3,302 cr | ||
₹ 587 cr |
About the AMC
DSP Investment Managers Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
26.2% | 14.6% | ||
26% | 14.3% | ||
26% | 14.3% | ||
40.9% | 17.1% | ||
8.2% | 8.5% |
DSP Saving Fund (PIDCW-M) Review
DSP Saving Fund (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.8% over a period of 19 years. The fund was previously known as DSP BlackRock Reg Sav Reg Mn DP. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Abhishek Singh, Jay Kothari, Kedar Karnik.
Nav of DSP Saving Fund (PIDCW-M) as of 9/22/2023 is ₹10.94 with the total AUM as of 9/23/2023 is ₹188.196. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Saving Fund (PIDCW-M) was launched on Jun 14, 2004. The category risk of the fund is Moderate Risk.
The minimum SIP amount for DSP Saving Fund (PIDCW-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 Saving Fund (PIDCW-M)?
How to invest in DSP Saving Fund (PIDCW-M)?
You can invest in DSP Saving Fund (PIDCW-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 Saving Fund (PIDCW-M)?
The minimum sip amount for DSP Saving Fund (PIDCW-M) is ₹0. You can invest in multiples of ₹5000.
Is DSP Saving Fund (PIDCW-M) good to invest in?
As per Scripbox experts, DSP Saving Fund (PIDCW-M) is a Top Ranked fund. You can investDSP Saving Fund (PIDCW-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 Saving Fund (PIDCW-M)?
The expense ratio of the DSP Saving Fund (PIDCW-M) is 1.11% for regular plan.