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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 December 18, 2024 , 7133 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 ₹323.466
↓ -6.93
₹5,515 500 -5.6-0.939.73328.849
DSP BlackRock Small Cap Fund  Growth ₹199.969
↓ -4.09
₹16,307 500 -1.49.529.323.331.141.2
DSP BlackRock Equity Opportunities Fund Growth ₹596.448
↓ -10.60
₹14,023 500 -6.31.927.120.820.632.5
DSP BlackRock Tax Saver Fund Growth ₹134.444
↓ -2.25
₹16,835 500 -6.23.727.620.521.130
DSP BlackRock Natural Resources and New Energy Fund Growth ₹86.886
↓ -0.61
₹1,257 500 -5.6-5.420.318.821.931.2
DSP BlackRock Midcap Fund Growth ₹145.113
↓ -2.88
₹19,216 500 -4.52.125.618.520.738.4
DSP BlackRock TOP 100 Equity Growth ₹447.217
↓ -5.98
₹4,530 500 -6.74.122.917.314.526.6
DSP BlackRock Focus Fund Growth ₹52.289
↓ -0.95
₹2,523 500 -7.12.62216.715.234.2
DSP BlackRock Equity Fund Growth ₹100.417
↓ -1.77
₹11,765 500 -63.221.916.118.632.2
DSP BlackRock US Flexible Equity Fund Growth ₹56.7169
↓ -1.39
₹853 500 2.8518.110.415.422
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 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 18.5% 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 (20 Dec 24) ₹323.466 ↓ -6.93   (-2.10 %)
Net Assets (Cr) ₹5,515 on 30 Nov 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 2.21
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 Nov 19₹10,000
30 Nov 20₹9,555
30 Nov 21₹15,349
30 Nov 22₹17,890
30 Nov 23₹24,349
30 Nov 24₹35,853

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 ₹612,552.
Net Profit of ₹312,552
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 20 Dec 24

DurationReturns
1 Month 2.2%
3 Month -5.6%
6 Month -0.9%
1 Year 39.7%
3 Year 33%
5 Year 28.8%
10 Year
15 Year
Since launch 18.5%
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 1014.46 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials42.08%
Basic Materials17.14%
Consumer Cyclical8.12%
Utility7.02%
Energy6.11%
Technology5.31%
Financial Services4.6%
Communication Services3.31%
Consumer Defensive1.2%
Real Estate0.69%
Health Care0.62%
Asset Allocation
Asset ClassValue
Cash3.55%
Equity96.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
6%₹330 Cr8,078,568
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
5%₹258 Cr369,482
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹214 Cr591,385
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
3%₹174 Cr1,080,606
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
3%₹172 Cr1,502,475
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL
3%₹160 Cr1,253,711
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
3%₹150 Cr3,321,453
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
2%₹132 Cr204,150
KFin Technologies Ltd (Technology)
Equity, Since 31 Jan 24 | KFINTECH
2%₹102 Cr1,022,718
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 30 Nov 21 | 505283
2%₹99 Cr594,141

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 18.6% 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 (20 Dec 24) ₹199.969 ↓ -4.09   (-2.00 %)
Net Assets (Cr) ₹16,307 on 30 Nov 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.19
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 Nov 19₹10,000
30 Nov 20₹12,943
30 Nov 21₹20,662
30 Nov 22₹22,033
30 Nov 23₹29,861
30 Nov 24₹38,118

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 ₹657,502.
Net Profit of ₹357,502
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 20 Dec 24

DurationReturns
1 Month 5.2%
3 Month -1.4%
6 Month 9.5%
1 Year 29.3%
3 Year 23.3%
5 Year 31.1%
10 Year
15 Year
Since launch 18.6%
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 1014.46 Yr.
Resham Jain16 Mar 186.72 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical31.74%
Basic Materials20.49%
Industrials16.97%
Health Care8.7%
Consumer Defensive7.34%
Financial Services4.08%
Technology3.74%
Communication Services1.09%
Utility0.2%
Asset Allocation
Asset ClassValue
Cash5.67%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
4%₹569 Cr7,937,996
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹508 Cr1,746,352
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹476 Cr9,260,495
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
3%₹473 Cr6,500,000
↑ 203,304
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
3%₹431 Cr3,620,969
↑ 82,779
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹391 Cr2,500,000
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹379 Cr9,143,737
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783
2%₹375 Cr9,623,118
↓ -376,882
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 523025
2%₹360 Cr1,629,601
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
2%₹358 Cr2,254,904
↓ -86,395

3. 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 18.1% 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 (20 Dec 24) ₹596.448 ↓ -10.60   (-1.75 %)
Net Assets (Cr) ₹14,023 on 30 Nov 24
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 1.72
Information Ratio 0.35
Alpha Ratio 4.21
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 Nov 19₹10,000
30 Nov 20₹10,806
30 Nov 21₹14,852
30 Nov 22₹16,078
30 Nov 23₹19,359
30 Nov 24₹26,033

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 ₹505,644.
Net Profit of ₹205,644
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 20 Dec 24

DurationReturns
1 Month 1%
3 Month -6.3%
6 Month 1.9%
1 Year 27.1%
3 Year 20.8%
5 Year 20.6%
10 Year
15 Year
Since launch 18.1%
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 159.51 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services34.19%
Basic Materials10.79%
Consumer Cyclical10.08%
Health Care9.58%
Technology7.4%
Industrials6.96%
Energy5.7%
Consumer Defensive4.33%
Utility4.29%
Communication Services2.7%
Real Estate1.02%
Asset Allocation
Asset ClassValue
Cash2.96%
Equity97.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
6%₹871 Cr5,018,106
↑ 283,997
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
6%₹824 Cr6,374,771
↑ 227,398
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹460 Cr5,609,940
↑ 432,905
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 532215
3%₹438 Cr3,777,337
↑ 243,822
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK
3%₹351 Cr2,028,950
↑ 231,455
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
2%₹301 Cr1,714,083
↑ 117,771
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
2%₹291 Cr382,082
↓ -26,694
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532810
2%₹288 Cr6,334,145
↓ -210,184
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | 524494
2%₹280 Cr1,763,757
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO
2%₹279 Cr7,325,891
↓ -1,644,951

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 15.6% 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 (20 Dec 24) ₹134.444 ↓ -2.25   (-1.65 %)
Net Assets (Cr) ₹16,835 on 30 Nov 24
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.87
Information Ratio 0.91
Alpha Ratio 6.47
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,754
30 Nov 21₹15,306
30 Nov 22₹16,719
30 Nov 23₹19,603
30 Nov 24₹26,581

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 ₹518,033.
Net Profit of ₹218,033
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 20 Dec 24

DurationReturns
1 Month 1%
3 Month -6.2%
6 Month 3.7%
1 Year 27.6%
3 Year 20.5%
5 Year 21.1%
10 Year
15 Year
Since launch 15.6%
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 159.39 Yr.

Data below for DSP BlackRock Tax Saver Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services37.58%
Consumer Cyclical9.76%
Basic Materials9.06%
Health Care8.84%
Technology7.81%
Industrials7.26%
Consumer Defensive5.19%
Utility3.95%
Energy3.88%
Communication Services3.74%
Asset Allocation
Asset ClassValue
Cash2.94%
Equity97.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
10%₹1,605 Cr9,247,272
↑ 347,804
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
8%₹1,267 Cr9,807,128
↑ 278,934
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
4%₹685 Cr8,354,119
↑ 529,828
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
4%₹590 Cr3,360,017
↑ 144,060
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
3%₹582 Cr5,015,137
↑ 299,081
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK
3%₹444 Cr2,563,049
↑ 283,444
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH
2%₹401 Cr2,270,114
↑ 256,845
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹393 Cr1,439,596
↑ 145,452
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR
2%₹378 Cr1,495,324
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
2%₹364 Cr8,907,565

5. 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 13.9% 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 (19 Dec 24) ₹86.886 ↓ -0.61   (-0.70 %)
Net Assets (Cr) ₹1,257 on 30 Nov 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 1.38
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 Nov 19₹10,000
30 Nov 20₹10,681
30 Nov 21₹16,017
30 Nov 22₹17,856
30 Nov 23₹21,461
30 Nov 24₹28,086

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 ₹518,033.
Net Profit of ₹218,033
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 20 Dec 24

DurationReturns
1 Month 0.3%
3 Month -5.6%
6 Month -5.4%
1 Year 20.3%
3 Year 18.8%
5 Year 21.9%
10 Year
15 Year
Since launch 13.9%
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 1212.43 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Basic Materials45.63%
Energy33.54%
Utility11.45%
Industrials1.91%
Technology1.84%
Consumer Cyclical0.07%
Asset Allocation
Asset ClassValue
Cash5.55%
Equity94.45%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹113 Cr1,640,492
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
8%₹100 Cr2,216,109
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
8%₹97 Cr1,049,972
↑ 151,475
National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 532234
8%₹95 Cr4,185,842
↑ 449,795
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 526371
6%₹75 Cr3,385,496
↑ 577,897
BGF Sustainable Energy I2
Investment Fund | -
6%₹71 Cr443,474
BGF World Energy I2
Investment Fund | -
6%₹69 Cr282,831
↓ -121,863
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
5%₹66 Cr4,424,889
↓ -2,110,550
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 532155
4%₹56 Cr2,801,588
↑ 300,265
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
4%₹51 Cr1,914,591
↑ 229,268

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 15.9% 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 (20 Dec 24) ₹145.113 ↓ -2.88   (-1.94 %)
Net Assets (Cr) ₹19,216 on 30 Nov 24
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.36
Information Ratio -1.24
Alpha Ratio -0.6
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 Nov 19₹10,000
30 Nov 20₹12,223
30 Nov 21₹15,828
30 Nov 22₹15,707
30 Nov 23₹19,991
30 Nov 24₹25,821

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 ₹505,644.
Net Profit of ₹205,644
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 20 Dec 24

DurationReturns
1 Month 2.4%
3 Month -4.5%
6 Month 2.1%
1 Year 25.6%
3 Year 18.5%
5 Year 20.7%
10 Year
15 Year
Since launch 15.9%
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 1212.43 Yr.
Abhishek Ghosh1 Sep 222.25 Yr.

Data below for DSP BlackRock Midcap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical18.53%
Industrials17.68%
Financial Services15.48%
Basic Materials15.11%
Technology9.52%
Health Care8.97%
Consumer Defensive3.19%
Energy2.65%
Real Estate2.45%
Utility2.08%
Communication Services0%
Asset Allocation
Asset ClassValue
Cash4.33%
Equity95.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
4%₹832 Cr1,091,482
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 524494
4%₹685 Cr4,309,410
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 500493
3%₹625 Cr4,433,406
↑ 389,082
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 15 | 500271
3%₹572 Cr4,455,570
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 506395
3%₹550 Cr3,297,505
↓ -157,322
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | 540611
3%₹544 Cr8,887,244
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 16 | FEDERALBNK
3%₹535 Cr26,232,248
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹528 Cr11,595,035
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | HEROMOTOCO
3%₹505 Cr1,011,860
↑ 149,512
Supreme Industries Ltd (Industrials)
Equity, Since 31 Aug 15 | 509930
3%₹477 Cr1,110,648
↑ 199,193

7. 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 19.1% 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 (20 Dec 24) ₹447.217 ↓ -5.98   (-1.32 %)
Net Assets (Cr) ₹4,530 on 30 Nov 24
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 1.76
Information Ratio 0.44
Alpha Ratio 6.31
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 Nov 19₹10,000
30 Nov 20₹10,087
30 Nov 21₹12,636
30 Nov 22₹13,583
30 Nov 23₹15,756
30 Nov 24₹20,384

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 ₹436,710.
Net Profit of ₹136,710
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 20 Dec 24

DurationReturns
1 Month -0.5%
3 Month -6.7%
6 Month 4.1%
1 Year 22.9%
3 Year 17.3%
5 Year 14.5%
10 Year
15 Year
Since launch 19.1%
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 222.5 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services44.78%
Consumer Cyclical13.47%
Health Care10.08%
Technology7.53%
Consumer Defensive5.78%
Utility3.44%
Basic Materials2.61%
Energy1.78%
Communication Services1.07%
Industrials0.38%
Asset Allocation
Asset ClassValue
Cash8.82%
Equity91.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
10%₹428 Cr3,310,445
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
9%₹425 Cr2,446,354
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC
6%₹258 Cr5,282,635
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 500034
5%₹237 Cr343,431
↑ 46,766
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M
5%₹236 Cr863,416
↑ 98,149
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 532215
5%₹205 Cr1,770,802
↑ 45,496
State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN
4%₹194 Cr2,369,151
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
4%₹185 Cr1,142,741
↑ 86,093
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
3%₹154 Cr889,249
NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 532555
3%₹154 Cr3,769,759
↑ 128,138

8. 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 12.1% 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 (20 Dec 24) ₹52.289 ↓ -0.95   (-1.78 %)
Net Assets (Cr) ₹2,523 on 30 Nov 24
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 1.47
Information Ratio -0.1
Alpha Ratio 1.92
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 Nov 19₹10,000
30 Nov 20₹10,331
30 Nov 21₹13,282
30 Nov 22₹13,514
30 Nov 23₹16,345
30 Nov 24₹20,881

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 ₹447,579.
Net Profit of ₹147,579
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 20 Dec 24

DurationReturns
1 Month 0.6%
3 Month -7.1%
6 Month 2.6%
1 Year 22%
3 Year 16.7%
5 Year 15.2%
10 Year
15 Year
Since launch 12.1%
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 204.5 Yr.
Bhavin Gandhi1 Feb 240.83 Yr.

Data below for DSP BlackRock Focus Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services29.1%
Technology10.92%
Basic Materials10.31%
Health Care10.08%
Consumer Cyclical9.91%
Industrials7.05%
Energy4.65%
Real Estate3.34%
Consumer Defensive3.02%
Utility2.18%
Asset Allocation
Asset ClassValue
Cash9.44%
Equity90.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
6%₹153 Cr221,914
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
6%₹148 Cr1,148,242
Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE
5%₹129 Cr169,127
↓ -6,836
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
5%₹120 Cr753,714
↓ -37,883
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹118 Cr677,687
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532215
4%₹103 Cr885,319
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG
4%₹99 Cr865,160
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN
4%₹98 Cr766,081
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
4%₹89 Cr507,785
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Nov 23 | SUVENPHAR
3%₹85 Cr647,887
↓ -208,950

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 14.1% 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 (20 Dec 24) ₹100.417 ↓ -1.77   (-1.73 %)
Net Assets (Cr) ₹11,765 on 30 Nov 24
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.52
Information Ratio -0.25
Alpha Ratio 2
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 Nov 19₹10,000
30 Nov 20₹11,247
30 Nov 21₹15,603
30 Nov 22₹15,576
30 Nov 23₹18,715
30 Nov 24₹24,104

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 ₹481,656.
Net Profit of ₹181,656
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 20 Dec 24

DurationReturns
1 Month 0.9%
3 Month -6%
6 Month 3.2%
1 Year 21.9%
3 Year 16.1%
5 Year 18.6%
10 Year
15 Year
Since launch 14.1%
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 240.75 Yr.

Data below for DSP BlackRock Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services34%
Basic Materials10.7%
Consumer Cyclical10.68%
Industrials10.2%
Technology9.62%
Health Care8.4%
Consumer Defensive6.82%
Energy2.4%
Communication Services1.93%
Utility1.24%
Real Estate0.05%
Asset Allocation
Asset ClassValue
Cash3.96%
Equity96.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
6%₹686 Cr5,312,410
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹672 Cr975,974
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
5%₹563 Cr3,246,376
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹465 Cr4,007,260
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
3%₹391 Cr2,226,337
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON
3%₹357 Cr19,711,504
Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543527
3%₹326 Cr1,046,143
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE
3%₹305 Cr399,682
↓ -22,086
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
2%₹293 Cr679,521
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 24 | CHOLAFIN
2%₹275 Cr2,159,903

10. DSP BlackRock US Flexible Equity Fund

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 CAGR/Annualized return of 15.1% since its launch.  Ranked 3 in Global category.  Return for 2023 was 22% , 2022 was -5.9% and 2021 was 24.2% .

Below is the key information for DSP BlackRock US Flexible Equity Fund

DSP BlackRock US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (19 Dec 24) ₹56.7169 ↓ -1.39   (-2.39 %)
Net Assets (Cr) ₹853 on 30 Nov 24
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 1.61
Information Ratio -0.76
Alpha Ratio -4.4
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 Nov 19₹10,000
30 Nov 20₹12,429
30 Nov 21₹15,139
30 Nov 22₹14,815
30 Nov 23₹16,906
30 Nov 24₹20,632

DSP BlackRock US Flexible 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for DSP BlackRock US Flexible 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 20 Dec 24

DurationReturns
1 Month 2.6%
3 Month 2.8%
6 Month 5%
1 Year 18.1%
3 Year 10.4%
5 Year 15.4%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22%
2022 -5.9%
2021 24.2%
2020 22.6%
2019 27.5%
2018 -1.1%
2017 15.5%
2016 9.8%
2015 2.5%
2014 13.1%
Fund Manager information for DSP BlackRock US Flexible Equity Fund
NameSinceTenure
Jay Kothari1 Mar 1311.76 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Technology34.03%
Health Care15.69%
Financial Services13.07%
Communication Services12.46%
Consumer Cyclical7.85%
Basic Materials3.9%
Industrials3.34%
Energy3.23%
Consumer Defensive2.44%
Real Estate1.94%
Asset Allocation
Asset ClassValue
Cash2.06%
Equity97.93%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
99%₹844 Cr2,181,927
↓ -16,788
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹11 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹2 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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