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Table of Contents
- Why Invest in DSPBR SIP Fund?
- Best SIP Mutual Fund by DSP BlackRock for Equities
- How Does SIP Investment Grow?
- How to Invest in DSP BlackRock MF Online?
Top 10 Funds
- DSP BlackRock India T.I.G.E.R Fund
- DSP BlackRock Equity Opportunities Fund
- DSP BlackRock Tax Saver Fund
- DSP BlackRock TOP 100 Equity
- DSP BlackRock Focus Fund
- DSP BlackRock Small Cap Fund
- DSP BlackRock Equity Fund
- DSP BlackRock Midcap Fund
- DSP BlackRock Natural Resources and New Energy Fund
- DSP BlackRock US Flexible Equity Fund
10 Best DSP BlackRock SIP Mutual Funds 2025
DSP BlackRock SIP is the most efficient way to invest in Mutual Funds. SIP or Systematic Investment plan works like a Recurring deposit, wherein you need to invest a small amount of money monthly for a stipulated interval.
SIP, being the most affordable investment method, one can start Investing just INR 500. With a SIP, one can also plan their Financial goals like Retirement planning, marriage, purchase of a house/car, higher education, etc.
Investors planning to invest in Equity Funds, SIP in an ideal way to invest.
They balance out the pitfalls of the equity Market and ensure to deliver stabilized returns.
Why Invest in DSPBR SIP Fund?
Some of the advantages of a SIP are:
- Rupee cost averaging
- Power of Compounding
- Habit of long-term savings
- Flexible and affordable
- No need to time the market
Thus, investors keen to invest in a SIP can choose the best DSP BlackRock SIP Mutual Funds mentioned below. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.
Talk to our investment specialist
Best SIP Mutual Fund by DSP BlackRock for Equities
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) DSP BlackRock India T.I.G.E.R Fund Growth ₹268.042
↑ 0.12 ₹5,003 500 -21.5 -20.4 2.4 25.2 27.5 32.4 DSP BlackRock Equity Opportunities Fund Growth ₹550.104
↑ 1.63 ₹13,444 500 -12 -12.2 7.7 18.7 20.8 23.9 DSP BlackRock Tax Saver Fund Growth ₹124.538
↑ 0.17 ₹15,985 500 -11.5 -11.4 8.9 17.5 22.1 23.9 DSP BlackRock TOP 100 Equity Growth ₹427.442
↑ 0.61 ₹4,600 500 -8 -8.2 10.1 17 16.8 20.5 DSP BlackRock Focus Fund Growth ₹48.792
↑ 0.09 ₹2,393 500 -10.9 -11.3 10.2 15.7 16.8 18.5 DSP BlackRock Small Cap Fund Growth ₹162.95
↓ -0.44 ₹14,996 500 -21.5 -19.7 3.3 14.6 25.6 25.6 DSP BlackRock Equity Fund Growth ₹91.016
↑ 0.10 ₹11,033 500 -13.4 -13.4 8 14.6 17.2 18.2 DSP BlackRock Midcap Fund Growth ₹123.421
↑ 0.43 ₹17,762 500 -18.4 -18.2 5.2 13.8 17.2 22.4 DSP BlackRock Natural Resources and New Energy Fund Growth ₹81.239
↓ -1.17 ₹1,190 500 -11.6 -11.9 -2 13.4 27 13.9 DSP BlackRock US Flexible Equity Fund Growth ₹54.2236
↓ -1.69 ₹920 500 -6.3 1.9 4.1 11.2 17.2 17.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 25
To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector. DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a Below is the key information for DSP BlackRock India T.I.G.E.R Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Opportunities Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 16 May 00. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Equity Opportunities Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Tax Saver Fund Returns up to 1 year are on The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India. DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock TOP 100 Equity Returns up to 1 year are on (Erstwhile DSP BlackRock Focus 25 Fund) The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized. DSP BlackRock Focus Fund is a Equity - Focused fund was launched on 10 Jun 10. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Focus Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on Aims to provide long term capital appreciation from a portfolio substantially constituted of equity and equity related securities. DSP BlackRock Equity Fund is a Equity - Multi Cap fund was launched on 7 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Equity Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Small and Mid Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Midcap Fund is a Equity - Mid Cap fund was launched on 14 Nov 06. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Midcap Fund Returns up to 1 year are on To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes. DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a Below is the key information for DSP BlackRock Natural Resources and New Energy Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF. DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a Below is the key information for DSP BlackRock US Flexible Equity Fund Returns up to 1 year are on 1. DSP BlackRock India T.I.G.E.R Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 12 in Sectoral category. Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% . DSP BlackRock India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (11 Mar 25) ₹268.042 ↑ 0.12 (0.05 %) Net Assets (Cr) ₹5,003 on 31 Jan 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio 0.43 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,694 28 Feb 22 ₹15,993 28 Feb 23 ₹18,596 29 Feb 24 ₹30,453 28 Feb 25 ₹30,265 Returns for DSP BlackRock India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 25 Duration Returns 1 Month -2.9% 3 Month -21.5% 6 Month -20.4% 1 Year 2.4% 3 Year 25.2% 5 Year 27.5% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.4% 2022 49% 2021 13.9% 2020 51.6% 2019 2.7% 2018 6.7% 2017 -17.2% 2016 47% 2015 4.1% 2014 0.7% Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 14.7 Yr. Data below for DSP BlackRock India T.I.G.E.R Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Industrials 35.97% Basic Materials 15.45% Consumer Cyclical 7.89% Utility 6.84% Energy 5.5% Financial Services 5.47% Communication Services 3.6% Health Care 2.72% Technology 2.44% Real Estate 1.45% Consumer Defensive 1.42% Asset Allocation
Asset Class Value Cash 11.26% Equity 88.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹232 Cr 7,145,883
↓ -932,685 Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 5005504% ₹224 Cr 369,482 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹211 Cr 591,385 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL4% ₹176 Cr 1,080,606 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹136 Cr 1,502,475 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA3% ₹131 Cr 3,321,453 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL2% ₹123 Cr 1,159,431
↓ -94,280 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB2% ₹110 Cr 182,282
↓ -21,868 Welspun Corp Ltd (Basic Materials)
Equity, Since 30 Nov 23 | 5321442% ₹98 Cr 1,323,293 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP2% ₹89 Cr 131,003
↑ 74,613 2. DSP BlackRock Equity Opportunities Fund
CAGR/Annualized return of 17.5% since its launch. Ranked 4 in Large & Mid Cap category. Return for 2024 was 23.9% , 2023 was 32.5% and 2022 was 4.4% . DSP BlackRock Equity Opportunities Fund
Growth Launch Date 16 May 00 NAV (11 Mar 25) ₹550.104 ↑ 1.63 (0.30 %) Net Assets (Cr) ₹13,444 on 31 Jan 25 Category Equity - Large & Mid Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.63 Information Ratio 0.16 Alpha Ratio 4.23 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,843 28 Feb 22 ₹14,709 28 Feb 23 ₹15,596 29 Feb 24 ₹22,326 28 Feb 25 ₹23,616 Returns for DSP BlackRock Equity Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 25 Duration Returns 1 Month -1.5% 3 Month -12% 6 Month -12.2% 1 Year 7.7% 3 Year 18.7% 5 Year 20.8% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.9% 2022 32.5% 2021 4.4% 2020 31.2% 2019 14.2% 2018 11.4% 2017 -9.2% 2016 40.1% 2015 11.2% 2014 6.1% Fund Manager information for DSP BlackRock Equity Opportunities Fund
Name Since Tenure Rohit Singhania 1 Jun 15 9.76 Yr. Data below for DSP BlackRock Equity Opportunities Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 32.76% Basic Materials 10.92% Consumer Cyclical 10.79% Health Care 9.87% Technology 7.57% Industrials 6.88% Energy 5.95% Utility 4.51% Consumer Defensive 4.17% Communication Services 3.27% Real Estate 1.13% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK5% ₹637 Cr 5,087,254
↓ -279,997 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK5% ₹620 Cr 3,647,782
↓ -202,369 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5322154% ₹520 Cr 5,272,691
↑ 685,031 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN3% ₹414 Cr 5,356,659
↑ 769,911 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹412 Cr 2,168,587
↓ -334,046 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY2% ₹322 Cr 1,714,083 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT2% ₹290 Cr 813,304
↑ 118,185 Cipla Ltd (Healthcare)
Equity, Since 30 Apr 23 | 5000872% ₹284 Cr 1,919,149
↑ 93,780 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO2% ₹281 Cr 7,840,242
↑ 372,472 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | 5244942% ₹274 Cr 1,901,164 3. DSP BlackRock Tax Saver Fund
CAGR/Annualized return of 14.9% since its launch. Ranked 12 in ELSS category. Return for 2024 was 23.9% , 2023 was 30% and 2022 was 4.5% . DSP BlackRock Tax Saver Fund
Growth Launch Date 18 Jan 07 NAV (11 Mar 25) ₹124.538 ↑ 0.17 (0.13 %) Net Assets (Cr) ₹15,985 on 31 Jan 25 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.7 Information Ratio 0.7 Alpha Ratio 5.84 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,142 28 Feb 22 ₹15,753 28 Feb 23 ₹16,404 29 Feb 24 ₹23,108 28 Feb 25 ₹24,696 Returns for DSP BlackRock Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 25 Duration Returns 1 Month -1.6% 3 Month -11.5% 6 Month -11.4% 1 Year 8.9% 3 Year 17.5% 5 Year 22.1% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.9% 2022 30% 2021 4.5% 2020 35.1% 2019 15% 2018 14.8% 2017 -7.6% 2016 36.3% 2015 11.3% 2014 4.4% Fund Manager information for DSP BlackRock Tax Saver Fund
Name Since Tenure Rohit Singhania 16 Jul 15 9.63 Yr. Data below for DSP BlackRock Tax Saver Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 36.23% Consumer Cyclical 9.91% Health Care 9.31% Basic Materials 8.86% Technology 7.93% Industrials 7.29% Consumer Defensive 5.18% Communication Services 4.54% Utility 4.03% Energy 3.79% Asset Allocation
Asset Class Value Cash 2.93% Equity 97.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK8% ₹1,252 Cr 7,369,356
↓ -240,750 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹994 Cr 7,936,588
↓ -333,102 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322154% ₹671 Cr 6,799,514
↑ 812,662 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN4% ₹650 Cr 8,404,741
↑ 1,280,171 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY4% ₹632 Cr 3,360,017 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹520 Cr 2,734,913
↓ -396,735 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT3% ₹425 Cr 1,192,711
↑ 140,574 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL3% ₹409 Cr 2,517,085 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH2% ₹392 Cr 2,270,114 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M2% ₹383 Cr 1,280,409
↓ -199,784 4. DSP BlackRock TOP 100 Equity
CAGR/Annualized return of 18.6% since its launch. Ranked 60 in Large Cap category. Return for 2024 was 20.5% , 2023 was 26.6% and 2022 was 1.4% . DSP BlackRock TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (11 Mar 25) ₹427.442 ↑ 0.61 (0.14 %) Net Assets (Cr) ₹4,600 on 31 Jan 25 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 0.91 Information Ratio 0.53 Alpha Ratio 6.66 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,685 28 Feb 22 ₹12,801 28 Feb 23 ₹13,570 29 Feb 24 ₹18,201 28 Feb 25 ₹19,896 Returns for DSP BlackRock TOP 100 Equity
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 25 Duration Returns 1 Month -1.8% 3 Month -8% 6 Month -8.2% 1 Year 10.1% 3 Year 17% 5 Year 16.8% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.5% 2022 26.6% 2021 1.4% 2020 19.5% 2019 7.5% 2018 14.8% 2017 -2.7% 2016 26.5% 2015 4.9% 2014 -2.3% Fund Manager information for DSP BlackRock TOP 100 Equity
Name Since Tenure Abhishek Singh 1 Jun 22 2.75 Yr. Data below for DSP BlackRock TOP 100 Equity as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 43.46% Consumer Cyclical 13.8% Health Care 8.16% Consumer Defensive 5.54% Utility 5.27% Technology 5.22% Energy 3.46% Basic Materials 2.3% Communication Services 1.76% Industrials 1.56% Asset Allocation
Asset Class Value Cash 9.34% Equity 90.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK9% ₹417 Cr 3,325,610 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK9% ₹416 Cr 2,446,354 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M6% ₹258 Cr 863,416 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC6% ₹255 Cr 5,689,994
↑ 407,359 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 5000345% ₹233 Cr 296,061
↓ -47,370 Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 5000875% ₹215 Cr 1,455,004
↑ 210,238 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5322155% ₹211 Cr 2,143,363
↑ 372,561 State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN4% ₹183 Cr 2,369,151 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹182 Cr 1,224,579 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK4% ₹181 Cr 953,830
↑ 64,581 5. DSP BlackRock Focus Fund
CAGR/Annualized return of 11.3% since its launch. Ranked 27 in Focused category. Return for 2024 was 18.5% , 2023 was 34.2% and 2022 was -4.5% . DSP BlackRock Focus Fund
Growth Launch Date 10 Jun 10 NAV (11 Mar 25) ₹48.792 ↑ 0.09 (0.19 %) Net Assets (Cr) ₹2,393 on 31 Jan 25 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.55 Information Ratio -0.05 Alpha Ratio 3.75 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,941 28 Feb 22 ₹13,255 28 Feb 23 ₹13,428 29 Feb 24 ₹18,495 28 Feb 25 ₹19,801 Returns for DSP BlackRock Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 25 Duration Returns 1 Month -1.4% 3 Month -10.9% 6 Month -11.3% 1 Year 10.2% 3 Year 15.7% 5 Year 16.8% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.5% 2022 34.2% 2021 -4.5% 2020 22.3% 2019 9% 2018 18% 2017 -5.6% 2016 29.2% 2015 6.1% 2014 2% Fund Manager information for DSP BlackRock Focus Fund
Name Since Tenure Vinit Sambre 1 Jun 20 4.75 Yr. Bhavin Gandhi 1 Feb 24 1.08 Yr. Data below for DSP BlackRock Focus Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 30.6% Health Care 12.15% Technology 11% Basic Materials 10.18% Consumer Cyclical 9.11% Industrials 6.39% Real Estate 3.83% Energy 3.15% Communication Services 2.97% Consumer Defensive 2.5% Utility 2.05% Asset Allocation
Asset Class Value Cash 6.07% Equity 93.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000347% ₹175 Cr 221,914 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹144 Cr 1,148,242 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹115 Cr 677,687 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244944% ₹107 Cr 742,934
↓ -10,780 Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE4% ₹105 Cr 127,542
↓ -1,911 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹99 Cr 766,081 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY4% ₹95 Cr 507,785 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 5031004% ₹92 Cr 558,910 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5322154% ₹87 Cr 885,319 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 5063953% ₹79 Cr 436,050 6. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 17% since its launch. Ranked 7 in Small Cap category. Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (11 Mar 25) ₹162.95 ↓ -0.44 (-0.27 %) Net Assets (Cr) ₹14,996 on 31 Jan 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 0.2 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,972 28 Feb 22 ₹18,688 28 Feb 23 ₹19,763 29 Feb 24 ₹29,423 28 Feb 25 ₹28,645 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 25 Duration Returns 1 Month -5.6% 3 Month -21.5% 6 Month -19.7% 1 Year 3.3% 3 Year 14.6% 5 Year 25.6% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.6% 2022 41.2% 2021 0.5% 2020 58.9% 2019 33.1% 2018 0.7% 2017 -25.5% 2016 42.8% 2015 12.7% 2014 20.4% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.7 Yr. Resham Jain 16 Mar 18 6.96 Yr. Data below for DSP BlackRock Small Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 32% Basic Materials 20.51% Industrials 16.34% Health Care 8.42% Consumer Defensive 7.68% Financial Services 4.12% Technology 3.82% Communication Services 0.92% Utility 0.17% Asset Allocation
Asset Class Value Cash 6.01% Equity 93.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹553 Cr 7,937,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹489 Cr 1,600,000
↑ 13,685 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹482 Cr 6,500,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹426 Cr 3,750,000
↑ 111,652 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT3% ₹424 Cr 2,916,084
↑ 468,385 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230253% ₹393 Cr 1,629,601 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹377 Cr 9,260,495 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹374 Cr 9,587,705 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹353 Cr 9,200,000
↑ 56,263 Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH2% ₹334 Cr 6,150,000 7. DSP BlackRock Equity Fund
CAGR/Annualized return of 13.2% since its launch. Ranked 42 in Multi Cap category. Return for 2024 was 18.2% , 2023 was 32.2% and 2022 was -4.5% . DSP BlackRock Equity Fund
Growth Launch Date 7 Jun 07 NAV (11 Mar 25) ₹91.016 ↑ 0.10 (0.11 %) Net Assets (Cr) ₹11,033 on 31 Jan 25 Category Equity - Multi Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 0.41 Information Ratio -0.18 Alpha Ratio 1.78 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,461 28 Feb 22 ₹14,294 28 Feb 23 ₹14,558 29 Feb 24 ₹19,532 28 Feb 25 ₹20,499 Returns for DSP BlackRock Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 25 Duration Returns 1 Month -2.7% 3 Month -13.4% 6 Month -13.4% 1 Year 8% 3 Year 14.6% 5 Year 17.2% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.2% 2022 32.2% 2021 -4.5% 2020 32.4% 2019 18.7% 2018 17% 2017 -7.5% 2016 40% 2015 4.1% 2014 -0.7% Fund Manager information for DSP BlackRock Equity Fund
Name Since Tenure Bhavin Gandhi 1 Mar 24 1 Yr. Data below for DSP BlackRock Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 34.51% Technology 10.06% Consumer Cyclical 9.75% Health Care 9.42% Basic Materials 9.11% Industrials 8.86% Consumer Defensive 6.81% Communication Services 3.8% Energy 2.5% Utility 1.39% Real Estate 0.06% Asset Allocation
Asset Class Value Cash 3.72% Equity 96.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000347% ₹770 Cr 975,974 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK6% ₹666 Cr 5,312,410 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK5% ₹551 Cr 3,246,376 Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY4% ₹419 Cr 2,226,337 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322154% ₹395 Cr 4,007,260 Cipla Ltd (Healthcare)
Equity, Since 31 May 24 | 5000873% ₹280 Cr 1,893,613 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON3% ₹278 Cr 19,711,504 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 24 | CHOLAFIN3% ₹278 Cr 2,159,903 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR2% ₹261 Cr 1,057,639 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE2% ₹251 Cr 303,898 8. DSP BlackRock Midcap Fund
CAGR/Annualized return of 14.7% since its launch. Ranked 20 in Mid Cap category. Return for 2024 was 22.4% , 2023 was 38.4% and 2022 was -4.9% . DSP BlackRock Midcap Fund
Growth Launch Date 14 Nov 06 NAV (11 Mar 25) ₹123.421 ↑ 0.43 (0.35 %) Net Assets (Cr) ₹17,762 on 31 Jan 25 Category Equity - Mid Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.43 Information Ratio -1.41 Alpha Ratio 1.41 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,777 28 Feb 22 ₹14,407 28 Feb 23 ₹14,307 29 Feb 24 ₹20,091 28 Feb 25 ₹20,523 Returns for DSP BlackRock Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 25 Duration Returns 1 Month -4.6% 3 Month -18.4% 6 Month -18.2% 1 Year 5.2% 3 Year 13.8% 5 Year 17.2% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.4% 2022 38.4% 2021 -4.9% 2020 28.3% 2019 23.6% 2018 9.2% 2017 -10.2% 2016 39.8% 2015 11.4% 2014 7.3% Fund Manager information for DSP BlackRock Midcap Fund
Name Since Tenure Vinit Sambre 1 Jul 12 12.67 Yr. Abhishek Ghosh 1 Sep 22 2.5 Yr. Data below for DSP BlackRock Midcap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 17.49% Basic Materials 15.95% Industrials 14.62% Financial Services 13.64% Health Care 10.4% Technology 10.06% Energy 3.09% Consumer Defensive 2.91% Real Estate 2.83% Utility 2.04% Communication Services 2.03% Asset Allocation
Asset Class Value Cash 4.94% Equity 95.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE4% ₹725 Cr 877,387
↓ -104,255 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 5244944% ₹669 Cr 4,637,728 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 5063953% ₹597 Cr 3,297,505 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 5004933% ₹543 Cr 4,433,406 JK Cement Ltd (Basic Materials)
Equity, Since 30 Nov 21 | JKCEMENT3% ₹523 Cr 1,081,342 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 18 | 5031003% ₹503 Cr 3,061,940 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 15 | 5002713% ₹497 Cr 4,455,570 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5328103% ₹490 Cr 11,595,035 Supreme Industries Ltd (Industrials)
Equity, Since 31 Aug 15 | 5099303% ₹478 Cr 1,203,281
↑ 40,842 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 22 | DIXON3% ₹458 Cr 305,737
↑ 59,473 9. DSP BlackRock Natural Resources and New Energy Fund
CAGR/Annualized return of 13.2% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 13.9% , 2023 was 31.2% and 2022 was 9.8% . DSP BlackRock Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (10 Mar 25) ₹81.239 ↓ -1.17 (-1.41 %) Net Assets (Cr) ₹1,190 on 31 Jan 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.03 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹15,639 28 Feb 22 ₹20,240 28 Feb 23 ₹20,854 29 Feb 24 ₹29,864 28 Feb 25 ₹29,265 Returns for DSP BlackRock Natural Resources and New Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 25 Duration Returns 1 Month -0.4% 3 Month -11.6% 6 Month -11.9% 1 Year -2% 3 Year 13.4% 5 Year 27% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 13.9% 2022 31.2% 2021 9.8% 2020 42.8% 2019 11.5% 2018 4.4% 2017 -15.3% 2016 43.1% 2015 43.1% 2014 -1.7% Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 12.67 Yr. Data below for DSP BlackRock Natural Resources and New Energy Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Basic Materials 40.11% Energy 38.91% Utility 11.2% Industrials 2.14% Technology 1.97% Consumer Cyclical 0.06% Asset Allocation
Asset Class Value Cash 5.6% Equity 94.39% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO8% ₹97 Cr 1,640,492 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA8% ₹91 Cr 2,294,691
↑ 78,582 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5322867% ₹85 Cr 1,068,345
↑ 18,373 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003126% ₹75 Cr 2,850,020
↑ 127,252 BGF World Energy I2
Investment Fund | -6% ₹71 Cr 282,831 BGF Sustainable Energy I2
Investment Fund | -6% ₹71 Cr 443,474 NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 5263716% ₹67 Cr 10,156,488 National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 5322345% ₹65 Cr 3,221,139
↓ -567,386 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL5% ₹54 Cr 4,001,022 GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 5321554% ₹53 Cr 3,004,331
↑ 42,533 10. DSP BlackRock US Flexible Equity Fund
CAGR/Annualized return of 14.4% since its launch. Ranked 3 in Global category. Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% . DSP BlackRock US Flexible Equity Fund
Growth Launch Date 3 Aug 12 NAV (10 Mar 25) ₹54.2236 ↓ -1.69 (-3.02 %) Net Assets (Cr) ₹920 on 31 Jan 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 1.52 Information Ratio -0.45 Alpha Ratio -0.9 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹14,303 28 Feb 22 ₹16,131 28 Feb 23 ₹16,866 29 Feb 24 ₹20,702 28 Feb 25 ₹23,404 Returns for DSP BlackRock US Flexible Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 25 Duration Returns 1 Month -12% 3 Month -6.3% 6 Month 1.9% 1 Year 4.1% 3 Year 11.2% 5 Year 17.2% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.8% 2022 22% 2021 -5.9% 2020 24.2% 2019 22.6% 2018 27.5% 2017 -1.1% 2016 15.5% 2015 9.8% 2014 2.5% Fund Manager information for DSP BlackRock US Flexible Equity Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.01 Yr. Data below for DSP BlackRock US Flexible Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Technology 33.34% Financial Services 18.07% Communication Services 11.59% Consumer Cyclical 11.18% Health Care 10.82% Industrials 7.46% Basic Materials 3.06% Energy 2.48% Asset Allocation
Asset Class Value Cash 1.98% Equity 98% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF US Flexible Equity I2
Investment Fund | -99% ₹910 Cr 2,085,707 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹12 Cr Net Receivables/Payables
Net Current Assets | -0% -₹2 Cr
How Does SIP Investment Grow?
Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.
SIP Calculator or SIP Return Calculator
SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!
Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-
Monthly Investment: INR 10,000
Investment Period: 10 years
Total Amount Invested: INR 12,00,000
Long-term Growth Rate (approx.): 15%
Expected Returns as per sip calculator: INR 27,86,573
Net Profit: INR 15,86,573 (Absolute Return= 132.2%)
The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!
How to Invest in DSP BlackRock MF Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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