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Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
344 Cr. Medium within the category
Superior. The category has a superior investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities which are currently undervalued. However,there is no assurance that the investment objective of the scheme will be realized
Low to Moderate
Very High Risk
Dec 10, 2020
Launched (1y ago)
AUM in Crores
Nifty 500 Value 50 TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 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.
Comparison with Equity Funds
About the AMC
DSP Investment Managers Private Limited
DSP Investment Managers Private Limited manages assets worth 98,643 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,156 debt and 26 hybrid funds.
₹ 372 Cr
₹ 372 Cr
₹ 372 Cr
₹ 4,982 Cr
₹ 8,056 Cr
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DSP Value Fund of Income Distribution cum capital withdrawal (PIDCW-A) is a diversified equity fund and has delivered an annualised return of 16.3% over a period of 1 years ..The fund is managed by DSP Investment Managers Private Limited.The fund managers are Jay Kothari, M. Suryanarayanan
The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities which are currently undervalued. However,there is no assurance that the investment objective of the scheme will be realized However, there is no assurance that the objective of the scheme will be realized.
The DSP Value Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Dec 10, 2020. The NAV (Net Asset Value) of this diversified equity as of 2021-05-06 is ₹ 11.629. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 343.165. The category risk of the DSP Value Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 1.49 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 83.8% in this asset class. The top three holdings of the fund are berkshire hathaway inc class b,itc ltd and ultratech cement ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 Value 50 TR INR
DSP Value Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, DSP Value Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 3 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.