DSP Equity & Bond Fund- Regular Plan - Growth

Aggressive NAV 281.760 0 08 December, 2023

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 27 May, 1999
Benchmark CRISIL Hybrid 35+65 Aggressive TRI
Asset Size(Cr) 8215.3485
ISIN No. INF740K01318
Turn over 48%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 100
Exit Load Exit load of 1% if redeemed within 12 months
Expense Ratio 1.8
Fund Manager Kedar Karnik, Atul Bhole, Dhaval Gada
Fund House DSP Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.95% 1.58% 1.37%
1 M -0.86% 4.02% 2.99%
3 M 2.79% 1.44% 1.72%
6 M 15.07% 0.35% 0.47%
1 Y 16.32% 7.25% 6.04%
2 Y 7.51% 12.49% 9.96%
3 Y 17.07% 23.79% 19.46%
5 Y 14.54% 12.46% 9.61%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 11.88 1.07 -0.47 0.84
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 1.1%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
DSP Equity & Bond Fund- Regular Plan - Growth 16.32% 17.07% 14.54%
ICICI Prudential Equity & Debt Fund - Growth 19.68% 30.66% 17.86%
Nippon India Equity Hybrid Fund - Growth Plan 16.46% 20.69% 9.2%
SBI Equity Hybrid Fund - Regular Plan -Growth 10.04% 16.48% 13.27%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 11.56% 16.03% 10.72%

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DSP Blackrock Balanced Fund: Offering Growth with High Profits

Launched in 1999, DSP Br Balanced Fund g is a growth-oriented mutual fund investment plan, which is formulated by the expert fund managers of DSP Blackrock MF. It is a balanced fund which is aimed at appreciating capital along with generating regular income on a simultaneous basis. Being an open-ended scheme, dsp blackrock balanced fund growth offers the feasibility of investing and redeeming the funds whenever required. DSP Blackrock MF is one of the top-performing fund houses in India, and its plans have been amongst the greatest ones for a long time.

DSP BlackRock Balanced Fund Growth is suitable for the investors who are seeking capital growth over a long-term period and want to gain regular income. It is best suited to those who are the first-time investors and want to get exposure to equity funds while preserving their invested capital. If you too have an interest in dsp blackrock balanced fund growth plan for your investment portfolio, then the following brief analysis would be very helpful for you.

DSP BlackRock Balanced Fund G: Investment Details

DSP blackrock balanced fund growth is an open-ended balanced scheme having the primary objective of generating long-term capital growth and current income from a portfolio which is a mix of equity and equity-related securities as well as fixed-income instruments, i.e., debt and money market plans. Being a growth-oriented plan, the fund endeavours to provide the best growth opportunities to the investors to make them capable of earning tremendous wealth.

DSP Blackrock Balanced fund nav amounted to Rs.129.61 as on March 24, 2017. The benchmark of the scheme against which its performance is measured is CRISIL Balanced Fund. Investors seeking lump sum investment in dsp blackrock balanced fund g plan can initiate with an amount of Rs.5000. On the flip side, in order to purchase a SIP investment plan, one needs to start with a regular investment of Rs. 500. The Riskometer depicts that the scheme has moderately high-risk potential and thus investors need to be sure of the risk factors while betting their money in dsp blackrock balanced fund growth plan.

DSP Blackrock Balanced Fund Growth Nav: Performance Details

DSP blackrock balanced fund g occupies a substantial position in the mutual fund industry by holding a three-star rating. Performance of dsp blackrock balanced fund can be evaluated with the past returns it has offered until now. The average returns of the dsp balanced fund growth scheme since its inception are 15.44%. Its absolute annual returns reached up to 44.8% in the year 2014, and it was 7.5% in the last year, i.e., in 2016.

The annualised returns of the scheme for its three- and five-year investments are 21.1 and 14.8 percent respectively. Though past performance does not guarantee future profits, you may consider its track record to understand that it has the potential to offer high returns over a period of time. While investing in dsp blackrock balanced fund g plan, you can use the SIP returns calculator to compute the net returns offered by the scheme in the future.

DSP Black Rock Balanced Growth Fund: Portfolio Review

Every scheme’s portfolio concentration shows its actual capacity of generating the expected returns. With an AUM amounting to Rs.3,152 crore as on February 28, 2017, dsp blackrock balanced fund g plan has designed a well-diversified investment portfolio. Being an equity-oriented hybrid funds, it has 73.6% of the fund’s allocation in the equity assets. On the flip side, the remaining assets have been invested in debt and cash instruments.

The sector allocation graph of the scheme depicts that the majority of the asset allotment is in the financial, construction, energy, FMCG, automobile, and chemicals industry. The top holdings of the online dsp blackrock balanced fund scheme include ICICI Bank, State Bank of India, ITC, HDFC Bank, Larsen & Toubro, and Yes Bank. Hence, it can be well-evaluated that the fund can offer tremendous growth and high earnings in a consistent manner.

So if you find dsp blackrock balanced fund nav plan suitable for your investing requirements, then you must buy DSP Blackrock Balanced Fund online by availing our free investing services. Our fund analysts can further help you in making a sound portfolio for your future desires.

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