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10 ఉత్తమ DSP బ్లాక్‌రాక్ SIP మ్యూచువల్ ఫండ్‌లు 2022 | ఉత్తమ SIP నిధులు

ఫిన్‌క్యాష్ »DSPBR మ్యూచువల్ ఫండ్ »ఉత్తమ DSPBR SIP నిధులు

10 ఉత్తమ DSP బ్లాక్‌రాక్ SIP మ్యూచువల్ ఫండ్‌లు 2022

Updated on September 29, 2024 , 6992 views

DSP బ్లాక్‌రాక్ SIP అత్యంత ప్రభావవంతమైన మార్గంమ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టండి. SIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక a లాగా పనిచేస్తుందిరికరింగ్ డిపాజిట్, ఇందులో మీరు నిర్ణీత విరామం కోసం నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెట్టాలి.

SIP, అత్యంత సరసమైన పెట్టుబడి పద్ధతి కాబట్టి, ఒకరు ప్రారంభించవచ్చుపెట్టుబడి పెడుతున్నారు కేవలం INR 500. SIPతో, వారి ప్లాన్ కూడా చేయవచ్చుఆర్థిక లక్ష్యాలు ఇష్టంపదవీ విరమణ ప్రణాళిక, వివాహం, ఇల్లు/కారు కొనుగోలు, ఉన్నత విద్య మొదలైనవి.

పెట్టుబడిదారులు పెట్టుబడి పెట్టాలని యోచిస్తున్నారుఈక్విటీ ఫండ్స్, పెట్టుబడి పెట్టడానికి ఆదర్శవంతమైన మార్గంలో SIP. వారు ఈక్విటీ యొక్క ఆపదలను సమతుల్యం చేస్తారుసంత మరియు స్థిరమైన రాబడిని అందజేసేలా చూసుకోండి.

DSPBR

DSPBR SIP ఫండ్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

SIP యొక్క కొన్ని ప్రయోజనాలు:

  • రూపాయి ఖర్చు సగటు
  • సమ్మేళనం యొక్క శక్తి
  • దీర్ఘకాలిక పొదుపు అలవాటు
  • సౌకర్యవంతమైన మరియు సరసమైనది
  • మార్కెట్‌కి సమయం కేటాయించాల్సిన అవసరం లేదు

కాబట్టి, పెట్టుబడిదారులు ఆసక్తిగా ఉన్నారుSIPలో పెట్టుబడి పెట్టండి ఉత్తమ DSP BlackRock SIPని ఎంచుకోవచ్చుమ్యూచువల్ ఫండ్స్ క్రింద ప్రస్తావించబడింది. AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.

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ఈక్విటీల కోసం DSP బ్లాక్‌రాక్ ద్వారా ఉత్తమ SIP మ్యూచువల్ ఫండ్

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
DSP BlackRock India T.I.G.E.R Fund Growth ₹350.037
↑ 1.59
₹5,500 500 529.66534.831.249
DSP BlackRock Small Cap Fund  Growth ₹204.582
↑ 0.78
₹16,572 500 9.127.741.424.532.441.2
DSP BlackRock Natural Resources and New Energy Fund Growth ₹98.647
↑ 0.67
₹1,318 500 6.820.951.622.726.331.2
DSP BlackRock Tax Saver Fund Growth ₹144.774
↑ 0.30
₹17,488 500 9.227.249.721.224.230
DSP BlackRock Equity Opportunities Fund Growth ₹645.784
↑ 1.42
₹14,246 500 8.227.350.421.123.932.5
DSP BlackRock Midcap Fund Growth ₹153.736
↑ 0.59
₹20,069 500 7.330.545.318.323.538.4
DSP BlackRock Focus Fund Growth ₹56.516
↑ 0.04
₹2,667 500 927.245.21819.134.2
DSP BlackRock TOP 100 Equity Growth ₹480.41
↑ 0.76
₹4,457 500 9.522.342.517.118.126.6
DSP BlackRock Equity Fund Growth ₹107.989
↑ 0.30
₹12,139 500 8.726.140.717.121.532.2
DSP BlackRock World Gold Fund Growth ₹22.3857
↓ -0.56
₹1,071 500 18.227.846.312.310.27
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 24

1. DSP BlackRock India T.I.G.E.R Fund

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 CAGR/Annualized return of 19.1% since its launch.  Ranked 12 in Sectoral category.  Return for 2023 was 49% , 2022 was 13.9% and 2021 was 51.6% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (01 Oct 24) ₹350.037 ↑ 1.59   (0.46 %)
Net Assets (Cr) ₹5,500 on 31 Aug 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 2.84
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.

DateValue
30 Sep 19₹10,000
30 Sep 20₹8,140
30 Sep 21₹15,717
30 Sep 22₹16,980
30 Sep 23₹23,361
30 Sep 24₹38,368

DSP BlackRock India T.I.G.E.R Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for DSP BlackRock India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 24

DurationReturns
1 Month 2.3%
3 Month 5%
6 Month 29.6%
1 Year 65%
3 Year 34.8%
5 Year 31.2%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 49%
2022 13.9%
2021 51.6%
2020 2.7%
2019 6.7%
2018 -17.2%
2017 47%
2016 4.1%
2015 0.7%
2014 61.3%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1014.21 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Industrials43.13%
Basic Materials15.3%
Energy8.9%
Consumer Cyclical8%
Utility7.03%
Communication Services4.6%
Technology3.25%
Consumer Defensive0.96%
Real Estate0.84%
Financial Services0.7%
Asset Allocation
Asset ClassValue
Cash6.88%
Equity93.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
6%₹336 Cr8,078,568
↑ 1,599,743
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
4%₹238 Cr345,963
↑ 91,798
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | 500510
4%₹219 Cr591,385
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
4%₹200 Cr1,502,475
↑ 93,616
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
3%₹174 Cr3,321,453
↑ 401,643
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | 532454
3%₹172 Cr1,080,606
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | 522287
3%₹169 Cr1,253,711
↑ 98,496
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
3%₹139 Cr204,150
↑ 19,684
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | APARINDS
2%₹130 Cr141,824
KFin Technologies Ltd (Technology)
Equity, Since 31 Jan 24 | KFINTECH
2%₹115 Cr1,103,354

2. DSP BlackRock Small Cap Fund 

(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 CAGR/Annualized return of 19.1% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (01 Oct 24) ₹204.582 ↑ 0.78   (0.38 %)
Net Assets (Cr) ₹16,572 on 31 Aug 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.63
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.

DateValue
30 Sep 19₹10,000
30 Sep 20₹11,761
30 Sep 21₹20,730
30 Sep 22₹22,100
30 Sep 23₹28,336
30 Sep 24₹39,924

DSP BlackRock Small Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for DSP BlackRock Small Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 24

DurationReturns
1 Month 1.4%
3 Month 9.1%
6 Month 27.7%
1 Year 41.4%
3 Year 24.5%
5 Year 32.4%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.2%
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1014.21 Yr.
Resham Jain16 Mar 186.47 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Aug 24

Equity Sector Allocation
SectorValue
Consumer Cyclical32.15%
Industrials19.09%
Basic Materials17.79%
Health Care8.21%
Consumer Defensive8%
Financial Services4.58%
Technology3.13%
Communication Services1.17%
Utility0.21%
Asset Allocation
Asset ClassValue
Cash5.66%
Equity94.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | 543271
3%₹522 Cr7,937,996
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | 532927
3%₹507 Cr1,746,352
↑ 33,374
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
3%₹491 Cr9,359,604
↓ -87,593
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | 542141
3%₹464 Cr2,835,306
↓ -330,000
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
3%₹453 Cr6,396,696
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
3%₹452 Cr3,538,190
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783
3%₹439 Cr11,568,344
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
3%₹436 Cr9,143,737
↑ 601,155
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 523025
2%₹404 Cr1,629,601
Voltamp Transformers Ltd (Industrials)
Equity, Since 31 Mar 17 | 532757
2%₹373 Cr264,506
↓ -34,248

3. DSP BlackRock Natural Resources and New Energy Fund

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 CAGR/Annualized return of 14.9% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 31.2% , 2022 was 9.8% and 2021 was 42.8% .

Below is the key information for DSP BlackRock Natural Resources and New Energy Fund

DSP BlackRock Natural Resources and New Energy Fund
Growth
Launch Date 25 Apr 08
NAV (30 Sep 24) ₹98.647 ↑ 0.67   (0.68 %)
Net Assets (Cr) ₹1,318 on 31 Aug 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 2.88
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.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,065
30 Sep 21₹17,386
30 Sep 22₹16,140
30 Sep 23₹21,191
30 Sep 24₹32,121

DSP BlackRock Natural Resources and New Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for DSP BlackRock Natural Resources and New Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 24

DurationReturns
1 Month 1.9%
3 Month 6.8%
6 Month 20.9%
1 Year 51.6%
3 Year 22.7%
5 Year 26.3%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 9.8%
2021 42.8%
2020 11.5%
2019 4.4%
2018 -15.3%
2017 43.1%
2016 43.1%
2015 -1.7%
2014 46.8%
Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
NameSinceTenure
Rohit Singhania1 Jul 1212.18 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Energy41.41%
Basic Materials38.22%
Utility10.6%
Industrials1.96%
Technology1.81%
Consumer Cyclical0.07%
Asset Allocation
Asset ClassValue
Cash5.94%
Equity94.06%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
9%₹116 Cr2,216,109
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
8%₹105 Cr1,498,513
BGF World Energy I2
Investment Fund | -
8%₹101 Cr404,694
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
7%₹90 Cr5,917,682
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | 533106
6%₹85 Cr1,140,514
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JINDALSTEL
6%₹78 Cr803,550
BGF Sustainable Energy I2
Investment Fund | -
6%₹73 Cr443,474
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
6%₹73 Cr2,208,558
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | GAIL
5%₹72 Cr3,046,593
National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | NATIONALUM
5%₹60 Cr3,295,582

4. DSP BlackRock Tax Saver Fund

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 CAGR/Annualized return of 16.3% since its launch.  Ranked 12 in ELSS category.  Return for 2023 was 30% , 2022 was 4.5% and 2021 was 35.1% .

Below is the key information for DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund
Growth
Launch Date 18 Jan 07
NAV (01 Oct 24) ₹144.774 ↑ 0.30   (0.21 %)
Net Assets (Cr) ₹17,488 on 31 Aug 24
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.74
Information Ratio 0.49
Alpha Ratio 3.07
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,717
30 Sep 21₹16,522
30 Sep 22₹16,264
30 Sep 23₹19,618
30 Sep 24₹29,312

DSP BlackRock Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for DSP BlackRock Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 24

DurationReturns
1 Month 2%
3 Month 9.2%
6 Month 27.2%
1 Year 49.7%
3 Year 21.2%
5 Year 24.2%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30%
2022 4.5%
2021 35.1%
2020 15%
2019 14.8%
2018 -7.6%
2017 36.3%
2016 11.3%
2015 4.4%
2014 52.2%
Fund Manager information for DSP BlackRock Tax Saver Fund
NameSinceTenure
Rohit Singhania16 Jul 159.14 Yr.

Data below for DSP BlackRock Tax Saver Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services34.38%
Consumer Cyclical10.5%
Technology8.65%
Industrials8.57%
Basic Materials8.06%
Health Care7.86%
Energy6.14%
Consumer Defensive5.44%
Communication Services4.64%
Utility4.16%
Asset Allocation
Asset ClassValue
Cash1.6%
Equity98.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | 500180
7%₹1,296 Cr7,919,371
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532174
6%₹1,111 Cr9,037,184
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | 500112
4%₹683 Cr8,376,416
↑ 391,952
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | 500209
4%₹625 Cr3,215,957
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
3%₹554 Cr4,716,056
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 22 | PFC
3%₹480 Cr8,739,203
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | 532454
2%₹427 Cr2,687,452
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR
2%₹406 Cr1,461,342
↑ 29,889
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
2%₹371 Cr8,907,565
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹366 Cr18,718,335
↓ -2,054,859

5. DSP BlackRock Equity Opportunities Fund

(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 CAGR/Annualized return of 18.6% since its launch.  Ranked 4 in Large & Mid Cap category.  Return for 2023 was 32.5% , 2022 was 4.4% and 2021 was 31.2% .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund
Growth
Launch Date 16 May 00
NAV (01 Oct 24) ₹645.784 ↑ 1.42   (0.22 %)
Net Assets (Cr) ₹14,246 on 31 Aug 24
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.74
Information Ratio -0.2
Alpha Ratio 2.92
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.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,780
30 Sep 21₹16,301
30 Sep 22₹15,811
30 Sep 23₹19,234
30 Sep 24₹28,857

DSP BlackRock Equity Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for DSP BlackRock Equity Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 24

DurationReturns
1 Month 1.5%
3 Month 8.2%
6 Month 27.3%
1 Year 50.4%
3 Year 21.1%
5 Year 23.9%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.5%
2022 4.4%
2021 31.2%
2020 14.2%
2019 11.4%
2018 -9.2%
2017 40.1%
2016 11.2%
2015 6.1%
2014 45.4%
Fund Manager information for DSP BlackRock Equity Opportunities Fund
NameSinceTenure
Rohit Singhania1 Jun 159.26 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services30.9%
Consumer Cyclical11.47%
Basic Materials9.32%
Health Care8.39%
Technology8.15%
Industrials8%
Energy6.6%
Consumer Defensive4.63%
Utility4.48%
Communication Services3.11%
Real Estate1.23%
Asset Allocation
Asset ClassValue
Cash3.73%
Equity96.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532174
5%₹707 Cr5,748,497
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | 500180
5%₹645 Cr3,938,635
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | 500112
3%₹459 Cr5,627,164
↑ 316,563
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 532215
3%₹415 Cr3,533,515
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | PFC
3%₹401 Cr7,294,253
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO
3%₹361 Cr8,620,996
↑ 709,173
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | 500209
2%₹310 Cr1,596,312
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | 533106
2%₹300 Cr4,050,354
↓ -613,964
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹282 Cr6,142,108
↓ -246,945
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹271 Cr13,852,049
↓ -1,656,944

6. DSP BlackRock Midcap Fund

(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 CAGR/Annualized return of 16.5% since its launch.  Ranked 20 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was -4.9% and 2021 was 28.3% .

Below is the key information for DSP BlackRock Midcap Fund

DSP BlackRock Midcap Fund
Growth
Launch Date 14 Nov 06
NAV (01 Oct 24) ₹153.736 ↑ 0.59   (0.39 %)
Net Assets (Cr) ₹20,069 on 31 Aug 24
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2
Information Ratio -1.74
Alpha Ratio -4.56
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.

DateValue
30 Sep 19₹10,000
30 Sep 20₹11,377
30 Sep 21₹17,111
30 Sep 22₹16,221
30 Sep 23₹19,546
30 Sep 24₹28,301

DSP BlackRock Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for DSP BlackRock Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 24

DurationReturns
1 Month 1.7%
3 Month 7.3%
6 Month 30.5%
1 Year 45.3%
3 Year 18.3%
5 Year 23.5%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.4%
2022 -4.9%
2021 28.3%
2020 23.6%
2019 9.2%
2018 -10.2%
2017 39.8%
2016 11.4%
2015 7.3%
2014 70.5%
Fund Manager information for DSP BlackRock Midcap Fund
NameSinceTenure
Vinit Sambre1 Jul 1212.18 Yr.
Abhishek Ghosh1 Sep 222 Yr.

Data below for DSP BlackRock Midcap Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Industrials20.73%
Consumer Cyclical17.42%
Financial Services15.79%
Basic Materials13.85%
Technology9.35%
Health Care8.23%
Consumer Defensive3.79%
Energy3.31%
Real Estate2.69%
Utility2.17%
Communication Services0%
Asset Allocation
Asset ClassValue
Cash2.67%
Equity97.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹692 Cr1,091,482
↑ 47,709
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | IPCALAB
3%₹648 Cr4,682,342
↓ -482,394
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | BHARATFORG
3%₹642 Cr4,044,324
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | PFC
3%₹637 Cr11,595,035
↑ 2,401,773
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | COROMANDEL
3%₹625 Cr3,552,160
↓ -15,735
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | AUBANK
3%₹612 Cr8,887,244
↑ 5,033,313
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ATUL
3%₹556 Cr698,092
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 18 | PHOENIXLTD
3%₹540 Cr1,433,751
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 532539
3%₹517 Cr4,400,408
↓ -270,303
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 16 | FEDERALBNK
3%₹511 Cr26,232,248
↓ -4,117,702

7. DSP BlackRock Focus Fund

(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 CAGR/Annualized return of 12.9% since its launch.  Ranked 27 in Focused category.  Return for 2023 was 34.2% , 2022 was -4.5% and 2021 was 22.3% .

Below is the key information for DSP BlackRock Focus Fund

DSP BlackRock Focus Fund
Growth
Launch Date 10 Jun 10
NAV (01 Oct 24) ₹56.516 ↑ 0.04   (0.07 %)
Net Assets (Cr) ₹2,667 on 31 Aug 24
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 2.37
Information Ratio -0.34
Alpha Ratio 0.61
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.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,797
30 Sep 21₹14,507
30 Sep 22₹14,134
30 Sep 23₹16,388
30 Sep 24₹23,784

DSP BlackRock Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for DSP BlackRock Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 24

DurationReturns
1 Month 2.1%
3 Month 9%
6 Month 27.2%
1 Year 45.2%
3 Year 18%
5 Year 19.1%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.2%
2022 -4.5%
2021 22.3%
2020 9%
2019 18%
2018 -5.6%
2017 29.2%
2016 6.1%
2015 2%
2014 49.9%
Fund Manager information for DSP BlackRock Focus Fund
NameSinceTenure
Vinit Sambre1 Jun 204.25 Yr.
Bhavin Gandhi1 Feb 240.58 Yr.

Data below for DSP BlackRock Focus Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services29.82%
Consumer Cyclical11.26%
Health Care10.33%
Technology10.17%
Basic Materials10.05%
Industrials9.23%
Energy5.82%
Real Estate3.95%
Utility2.47%
Consumer Defensive1.9%
Asset Allocation
Asset ClassValue
Cash5.01%
Equity94.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
6%₹160 Cr221,914
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532174
5%₹141 Cr1,148,242
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG
4%₹115 Cr865,160
Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE
4%₹112 Cr175,963
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | 511243
4%₹112 Cr766,081
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 500180
4%₹111 Cr677,687
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | IPCALAB
4%₹110 Cr791,597
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | PHOENIXLTD
4%₹105 Cr279,455
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532215
4%₹104 Cr885,319
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | 500209
4%₹99 Cr507,785
↓ -209,913

8. DSP BlackRock TOP 100 Equity

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 CAGR/Annualized return of 19.7% since its launch.  Ranked 60 in Large Cap category.  Return for 2023 was 26.6% , 2022 was 1.4% and 2021 was 19.5% .

Below is the key information for DSP BlackRock TOP 100 Equity

DSP BlackRock TOP 100 Equity
Growth
Launch Date 10 Mar 03
NAV (01 Oct 24) ₹480.41 ↑ 0.76   (0.16 %)
Net Assets (Cr) ₹4,457 on 31 Aug 24
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.62
Information Ratio -0.22
Alpha Ratio 4.68
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.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,412
30 Sep 21₹14,178
30 Sep 22₹13,483
30 Sep 23₹15,957
30 Sep 24₹22,705

DSP BlackRock TOP 100 Equity SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for DSP BlackRock TOP 100 Equity

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 24

DurationReturns
1 Month 2.7%
3 Month 9.5%
6 Month 22.3%
1 Year 42.5%
3 Year 17.1%
5 Year 18.1%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.6%
2022 1.4%
2021 19.5%
2020 7.5%
2019 14.8%
2018 -2.7%
2017 26.5%
2016 4.9%
2015 -2.3%
2014 37.5%
Fund Manager information for DSP BlackRock TOP 100 Equity
NameSinceTenure
Abhishek Singh1 Jun 222.25 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services42.61%
Consumer Cyclical13.55%
Health Care11.13%
Technology8.12%
Consumer Defensive5.95%
Utility3.14%
Basic Materials2.48%
Energy2.22%
Communication Services1.45%
Industrials1.01%
Asset Allocation
Asset ClassValue
Cash8.34%
Equity91.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | 500180
9%₹400 Cr2,446,354
↑ 51,881
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | 532174
9%₹385 Cr3,129,150
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | 500875
6%₹265 Cr5,282,635
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 500034
5%₹214 Cr296,665
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M
5%₹205 Cr732,156
↑ 39,029
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 532215
5%₹203 Cr1,725,306
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | 540719
4%₹196 Cr1,056,648
State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | 500112
4%₹193 Cr2,369,151
↑ 262,231
Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 500087
3%₹148 Cr896,325
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | 500247
3%₹145 Cr814,414
↑ 337,195

9. DSP BlackRock Equity Fund

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 CAGR/Annualized return of 14.7% since its launch.  Ranked 42 in Multi Cap category.  Return for 2023 was 32.2% , 2022 was -4.5% and 2021 was 32.4% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (01 Oct 24) ₹107.989 ↑ 0.30   (0.28 %)
Net Assets (Cr) ₹12,139 on 31 Aug 24
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.23
Information Ratio -0.51
Alpha Ratio -3.1
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.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,836
30 Sep 21₹16,384
30 Sep 22₹15,320
30 Sep 23₹18,655
30 Sep 24₹26,167

DSP BlackRock Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for DSP BlackRock Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 24

DurationReturns
1 Month 2.7%
3 Month 8.7%
6 Month 26.1%
1 Year 40.7%
3 Year 17.1%
5 Year 21.5%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.2%
2022 -4.5%
2021 32.4%
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Bhavin Gandhi1 Mar 240.5 Yr.

Data below for DSP BlackRock Equity Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services33.69%
Consumer Cyclical12.15%
Industrials10.82%
Technology9.62%
Basic Materials8.93%
Health Care7.47%
Consumer Defensive7.07%
Energy3.12%
Communication Services2.53%
Utility1.43%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹703 Cr975,974
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | 532174
5%₹653 Cr5,312,410
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | 500180
4%₹531 Cr3,246,376
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹471 Cr4,007,260
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | 500209
4%₹433 Cr2,226,337
↓ -511,653
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON
3%₹385 Cr19,711,504
↓ -1,870,048
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 24 | 511243
3%₹314 Cr2,159,903
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
3%₹307 Cr6,686,986
↓ -268,852
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
2%₹303 Cr614,240
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR
2%₹294 Cr1,057,639

10. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. 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 units of money market/liquid schemes of DSP Merrill Lynch 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."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 4.8% since its launch.  Ranked 11 in Global category.  Return for 2023 was 7% , 2022 was -7.7% and 2021 was -9% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (30 Sep 24) ₹22.3857 ↓ -0.56   (-2.43 %)
Net Assets (Cr) ₹1,071 on 31 Aug 24
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.35
Sharpe Ratio 0.84
Information Ratio -0.6
Alpha Ratio -5.88
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.

DateValue
30 Sep 19₹10,000
30 Sep 20₹14,816
30 Sep 21₹11,486
30 Sep 22₹9,492
30 Sep 23₹11,107
30 Sep 24₹16,250

DSP BlackRock World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 24

DurationReturns
1 Month 3.2%
3 Month 18.2%
6 Month 27.8%
1 Year 46.3%
3 Year 12.3%
5 Year 10.2%
10 Year
15 Year
Since launch 4.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7%
2022 -7.7%
2021 -9%
2020 31.4%
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 1311.51 Yr.

Data below for DSP BlackRock World Gold Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Basic Materials94.21%
Asset Allocation
Asset ClassValue
Cash2.01%
Equity94.5%
Debt0%
Other3.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
81%₹864 Cr2,075,829
↑ 153,012
VanEck Gold Miners ETF
- | GDX
17%₹186 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
2%₹25 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹5 Cr

SIP పెట్టుబడి ఎలా పెరుగుతుంది?

మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.

SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్

SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్‌పుట్‌లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!

మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-

నెలవారీ పెట్టుబడి: INR 10,000

పెట్టుబడి కాలం: 10 సంవత్సరాల

పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000

దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%

అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573

నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)

మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!

DSP BlackRock MF ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?

  1. Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.

  2. మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి

  3. పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!

    ప్రారంభించడానికి

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