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10 Best DSP BlackRock SIP Mutual Funds 2023 | Best SIP Funds

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10 Best DSP BlackRock SIP Mutual Funds 2023

Updated on March 22, 2023 , 4621 views

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.

DSPBR

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.

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Best SIP Mutual Fund by DSP BlackRock for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
DSP BlackRock Small Cap Fund  Growth ₹108.42
↓ -0.93
₹8,954 500 0.4-5.6-0.943.311.90.5
DSP BlackRock Natural Resources and New Energy Fund Growth ₹56.322
↓ -0.01
₹673 500 3.411.5-1.842.710.99.8
DSP BlackRock India T.I.G.E.R Fund Growth ₹158.239
↓ -1.81
₹1,797 500 11.213.141.611.413.9
DSP BlackRock World Mining Fund Growth ₹15.9635
↑ 0.09
₹189 500 -225.8-11.338.214.412.2
DSP BlackRock Tax Saver Fund Growth ₹78.73
↓ -0.65
₹10,129 500 -3.7-2.8-0.332.412.54.5
DSP BlackRock Equity Opportunities Fund Growth ₹344.621
↓ -3.07
₹7,111 500 -3.3-3.12.330.310.74.4
DSP BlackRock World Energy Fund Growth ₹17.5557
↑ 0.15
₹161 500 8.523.610.329.36.7-8.6
DSP BlackRock Equity Fund Growth ₹60.983
↓ -0.56
₹7,726 500 -2.6-4.6-1.626.511.2-4.5
DSP BlackRock US Flexible Equity Fund Growth ₹41.2489
↓ -0.07
₹771 500 3.910.6-0.825.813.5-5.9
DSP BlackRock TOP 100 Equity Growth ₹280.646
↓ -1.49
₹2,606 500 -3.2-2.22.425.78.21.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23

1. 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 16.3% since its launch.  Ranked 7 in Small Cap category.  Return for 2022 was 0.5% , 2021 was 58.9% and 2020 was 33.1% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (24 Mar 23) ₹108.42 ↓ -0.93   (-0.85 %)
Net Assets (Cr) ₹8,954 on 28 Feb 23
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.09
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
28 Feb 18₹10,000
28 Feb 19₹7,615
29 Feb 20₹8,379
28 Feb 21₹11,707
28 Feb 22₹15,658
28 Feb 23₹16,559

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 ₹405,518.
Net Profit of ₹105,518
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 24 Mar 23

DurationReturns
1 Month -2.1%
3 Month 0.4%
6 Month -5.6%
1 Year -0.9%
3 Year 43.3%
5 Year 11.9%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 3.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1012.62 Yr.
Jay Kothari1 Mar 139.93 Yr.
Resham Jain16 Mar 184.88 Yr.
Abhishek Ghosh1 Sep 220.42 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 28 Feb 23

Equity Sector Allocation
SectorValue
Consumer Cyclical32.63%
Basic Materials22%
Industrials13.04%
Health Care8.22%
Consumer Defensive7.76%
Financial Services6.56%
Technology2.44%
Communication Services2.15%
Asset Allocation
Asset ClassValue
Cash4.85%
Equity95.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
4%₹341 Cr3,879,027
↑ 113,924
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
4%₹341 Cr1,535,809
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
3%₹312 Cr10,918,004
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹301 Cr9,285,916
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | CHAMBLFERT
3%₹272 Cr8,684,412
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | KPRMILL
3%₹243 Cr4,594,316
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
3%₹242 Cr1,289,228
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
2%₹223 Cr312,546
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
2%₹222 Cr1,529,097
La Opala RG Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | LAOPALA
2%₹215 Cr5,728,747

2. 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 12.3% since its launch.  Ranked 2 in Sectoral category.  Return for 2022 was 9.8% , 2021 was 42.8% and 2020 was 11.5% .

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 (23 Mar 23) ₹56.322 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹673 on 28 Feb 23
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.15
Sharpe Ratio 0.01
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
28 Feb 18₹10,000
28 Feb 19₹8,291
29 Feb 20₹7,328
28 Feb 21₹11,460
28 Feb 22₹14,832
28 Feb 23₹15,282

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 ₹395,578.
Net Profit of ₹95,578
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 24 Mar 23

DurationReturns
1 Month -1.2%
3 Month 3.4%
6 Month 11.5%
1 Year -1.8%
3 Year 42.7%
5 Year 10.9%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -5.7%
Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
NameSinceTenure
Rohit Singhania1 Jul 1210.59 Yr.
Jay Kothari1 Mar 139.93 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Basic Materials42.58%
Energy30.19%
Utility14.52%
Technology5.14%
Industrials3.76%
Consumer Defensive0.41%
Asset Allocation
Asset ClassValue
Cash2.27%
Equity97.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF Sustainable Energy I2
Investment Fund | -
16%₹110 Cr727,817
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹64 Cr1,358,361
↓ -29,155
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
9%₹63 Cr1,082,546
↓ -143,044
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
9%₹63 Cr5,250,367
↓ -417,901
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE
6%₹45 Cr190,874
BGF World Energy I2
Investment Fund | -
6%₹42 Cr188,968
↑ 27,154
Hindustan Zinc Ltd (Basic Materials)
Equity, Since 31 Mar 09 | 500188
6%₹40 Cr1,199,395
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | 500547
5%₹36 Cr1,056,614
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
5%₹33 Cr1,476,012
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 526371
4%₹30 Cr2,416,251

3. 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 15.8% since its launch.  Ranked 12 in Sectoral category.  Return for 2022 was 13.9% , 2021 was 51.6% and 2020 was 2.7% .

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 (24 Mar 23) ₹158.239 ↓ -1.81   (-1.13 %)
Net Assets (Cr) ₹1,797 on 28 Feb 23
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.36
Sharpe Ratio 0.75
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
28 Feb 18₹10,000
28 Feb 19₹8,292
29 Feb 20₹8,728
28 Feb 21₹11,080
28 Feb 22₹13,959
28 Feb 23₹16,231

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 ₹405,518.
Net Profit of ₹105,518
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 24 Mar 23

DurationReturns
1 Month -1.3%
3 Month 1%
6 Month 1.2%
1 Year 13.1%
3 Year 41.6%
5 Year 11.4%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -9.1%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1012.62 Yr.
Jay Kothari16 Mar 184.88 Yr.
Charanjit Singh1 Jan 212.08 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials52.94%
Basic Materials18.18%
Utility10.21%
Energy5.32%
Consumer Cyclical4.29%
Technology2.07%
Communication Services1.72%
Consumer Defensive1.56%
Health Care1.4%
Asset Allocation
Asset ClassValue
Cash2.32%
Equity97.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
5%₹82 Cr387,270
↑ 21,514
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
4%₹71 Cr241,621
↑ 14,079
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 14 | ULTRACEMCO
3%₹53 Cr74,347
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 20 | 532898
3%₹53 Cr2,430,838
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Oct 20 | RHIM
3%₹52 Cr672,284
↓ -50
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
3%₹52 Cr220,342
↑ 37,042
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Jun 22 | 500093
3%₹51 Cr1,669,969
↓ -119,649
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 Jan 22 | KALPATPOWR
3%₹49 Cr953,139
↓ -84,778
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
3%₹45 Cr2,638,980
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 30 Jun 14 | JKLAKSHMI
2%₹40 Cr544,445

4. DSP BlackRock World Mining Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. 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.

DSP BlackRock World Mining Fund is a Equity - Global fund was launched on 29 Dec 09. It is a fund with High risk and has given a CAGR/Annualized return of 3.6% since its launch.  Ranked 19 in Global category.  Return for 2022 was 12.2% , 2021 was 18% and 2020 was 34.9% .

Below is the key information for DSP BlackRock World Mining Fund

DSP BlackRock World Mining Fund
Growth
Launch Date 29 Dec 09
NAV (23 Mar 23) ₹15.9635 ↑ 0.09   (0.59 %)
Net Assets (Cr) ₹189 on 28 Feb 23
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.18
Sharpe Ratio -0.01
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
28 Feb 18₹10,000
28 Feb 19₹10,049
29 Feb 20₹8,975
28 Feb 21₹15,720
28 Feb 22₹19,346
28 Feb 23₹19,302

DSP BlackRock World Mining Fund 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 World Mining Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -4.7%
3 Month -2%
6 Month 25.8%
1 Year -11.3%
3 Year 38.2%
5 Year 14.4%
10 Year
15 Year
Since launch 3.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.2%
2021 18%
2020 34.9%
2019 21.5%
2018 -9.4%
2017 21.1%
2016 49.7%
2015 -36%
2014 -21%
2013 -14.1%
Fund Manager information for DSP BlackRock World Mining Fund
NameSinceTenure
Jay Kothari1 Mar 139.93 Yr.

Data below for DSP BlackRock World Mining Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Basic Materials94.2%
Energy1.18%
Industrials0.96%
Financial Services0.89%
Asset Allocation
Asset ClassValue
Cash2.3%
Equity97.23%
Debt0%
Other0.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Mining I2
Investment Fund | -
99%₹198 Cr303,159
↑ 7,347
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹5 Cr
Net Receivables/Payables
CBLO | -
1%-₹3 Cr

5. 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 13.6% since its launch.  Ranked 12 in ELSS category.  Return for 2022 was 4.5% , 2021 was 35.1% and 2020 was 15% .

Below is the key information for DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund
Growth
Launch Date 18 Jan 07
NAV (24 Mar 23) ₹78.73 ↓ -0.65   (-0.82 %)
Net Assets (Cr) ₹10,129 on 28 Feb 23
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio -0.03
Information Ratio 0.09
Alpha Ratio 1.01
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,562
29 Feb 20₹10,660
28 Feb 21₹14,010
28 Feb 22₹16,793
28 Feb 23₹17,487

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 ₹415,684.
Net Profit of ₹115,684
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 24 Mar 23

DurationReturns
1 Month -3.1%
3 Month -3.7%
6 Month -2.8%
1 Year -0.3%
3 Year 32.4%
5 Year 12.5%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.7%
Fund Manager information for DSP BlackRock Tax Saver Fund
NameSinceTenure
Rohit Singhania16 Jul 157.55 Yr.
Kaushal Maroo1 Dec 220.17 Yr.

Data below for DSP BlackRock Tax Saver Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services36.44%
Consumer Cyclical13.47%
Technology11.36%
Health Care7.62%
Industrials7.62%
Basic Materials7.48%
Consumer Defensive4.35%
Utility3.88%
Energy3.82%
Communication Services2.07%
Asset Allocation
Asset ClassValue
Cash1.9%
Equity98.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
10%₹996 Cr6,211,551
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹691 Cr8,309,003
↓ -594,887
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
7%₹680 Cr4,434,689
↑ 68,197
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
5%₹484 Cr8,745,584
↑ 175,842
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
4%₹451 Cr5,175,964
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH
3%₹326 Cr2,906,835
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Jun 20 | SBILIFE
2%₹247 Cr2,023,757
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 20 | SUNPHARMA
2%₹245 Cr2,372,356
↓ -148,617
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹230 Cr1,671,199
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 20 | DRREDDY
2%₹226 Cr523,308

6. 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 16.8% since its launch.  Ranked 4 in Large & Mid Cap category.  Return for 2022 was 4.4% , 2021 was 31.2% and 2020 was 14.2% .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund
Growth
Launch Date 16 May 00
NAV (24 Mar 23) ₹344.621 ↓ -3.07   (-0.88 %)
Net Assets (Cr) ₹7,111 on 28 Feb 23
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.1
Information Ratio -0.81
Alpha Ratio 0.85
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
28 Feb 18₹10,000
28 Feb 19₹9,348
29 Feb 20₹10,395
28 Feb 21₹13,351
28 Feb 22₹15,290
28 Feb 23₹16,213

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 ₹395,578.
Net Profit of ₹95,578
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 24 Mar 23

DurationReturns
1 Month -3.1%
3 Month -3.3%
6 Month -3.1%
1 Year 2.3%
3 Year 30.3%
5 Year 10.7%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.5%
Fund Manager information for DSP BlackRock Equity Opportunities Fund
NameSinceTenure
Rohit Singhania1 Jun 157.68 Yr.
Jay Kothari16 Mar 184.88 Yr.
Kaushal Maroo1 Dec 220.17 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services32.62%
Consumer Cyclical13.89%
Basic Materials9.56%
Technology9.52%
Industrials9.47%
Health Care8.32%
Utility4.82%
Consumer Defensive4.08%
Energy2.36%
Communication Services1.63%
Real Estate1.49%
Asset Allocation
Asset ClassValue
Cash2.23%
Equity97.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
7%₹488 Cr3,042,380
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
6%₹404 Cr4,861,954
↓ -416,009
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
5%₹341 Cr2,224,904
↑ 47,512
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 532215
4%₹268 Cr3,078,261
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹252 Cr4,550,971
↑ 123,171
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 21 | HCLTECH
3%₹185 Cr1,647,971
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Jun 20 | SBILIFE
2%₹158 Cr1,295,303
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹149 Cr1,078,038
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 20 | DRREDDY
2%₹144 Cr332,407
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 18 | 509930
2%₹141 Cr555,888
↓ -30,053

7. DSP BlackRock World Energy Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – New Energy Fund. 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.

DSP BlackRock World Energy Fund is a Equity - Global fund was launched on 14 Aug 09. It is a fund with High risk and has given a CAGR/Annualized return of 4.2% since its launch.  Ranked 29 in Global category.  Return for 2022 was -8.6% , 2021 was 29.5% and 2020 was 0% .

Below is the key information for DSP BlackRock World Energy Fund

DSP BlackRock World Energy Fund
Growth
Launch Date 14 Aug 09
NAV (23 Mar 23) ₹17.5557 ↑ 0.15   (0.89 %)
Net Assets (Cr) ₹161 on 28 Feb 23
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.22
Sharpe Ratio 0.27
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
28 Feb 18₹10,000
28 Feb 19₹10,458
29 Feb 20₹8,999
28 Feb 21₹11,669
28 Feb 22₹12,363
28 Feb 23₹13,554

DSP BlackRock World 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 ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for DSP BlackRock World 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 24 Mar 23

DurationReturns
1 Month 0.8%
3 Month 8.5%
6 Month 23.6%
1 Year 10.3%
3 Year 29.3%
5 Year 6.7%
10 Year
15 Year
Since launch 4.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -8.6%
2021 29.5%
2020 0%
2019 18.2%
2018 -11.3%
2017 -1.9%
2016 22.5%
2015 -20.9%
2014 -5.5%
2013 31.2%
Fund Manager information for DSP BlackRock World Energy Fund
NameSinceTenure
Jay Kothari1 Mar 139.93 Yr.

Data below for DSP BlackRock World Energy Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Technology32.02%
Utility23.52%
Industrials23.44%
Basic Materials11.43%
Consumer Defensive2.38%
Asset Allocation
Asset ClassValue
Cash7.21%
Equity92.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF Sustainable Energy I2
Investment Fund | -
99%₹157 Cr1,038,252
↓ -6,998
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
1%₹2 Cr
Net Receivables/Payables
CBLO | -
0%₹0 Cr

8. 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 12.1% since its launch.  Ranked 42 in Multi Cap category.  Return for 2022 was -4.5% , 2021 was 32.4% and 2020 was 18.7% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (24 Mar 23) ₹60.983 ↓ -0.56   (-0.91 %)
Net Assets (Cr) ₹7,726 on 28 Feb 23
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -0.14
Information Ratio -0.78
Alpha Ratio -0.78
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.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,477
29 Feb 20₹11,468
28 Feb 21₹14,291
28 Feb 22₹16,392
28 Feb 23₹16,695

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 ₹405,518.
Net Profit of ₹105,518
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 24 Mar 23

DurationReturns
1 Month -4.2%
3 Month -2.6%
6 Month -4.6%
1 Year -1.6%
3 Year 26.5%
5 Year 11.2%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -4.5%
2021 32.4%
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 166.67 Yr.
Dhaval Gada1 Sep 220.42 Yr.

Data below for DSP BlackRock Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services36.3%
Consumer Cyclical14.6%
Industrials12.52%
Consumer Defensive9.25%
Basic Materials9.08%
Technology9.08%
Health Care5.66%
Utility1.91%
Asset Allocation
Asset ClassValue
Cash1.6%
Equity98.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
9%₹684 Cr4,266,223
↓ -459,439
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹555 Cr943,248
↑ 151,054
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
7%₹539 Cr6,483,731
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹313 Cr3,586,880
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
4%₹292 Cr834,226
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
4%₹282 Cr317,474
↑ 4,747
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹272 Cr1,773,510
↓ -49,912
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
2%₹171 Cr17,969,316
↑ 2,508,098
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 21 | APLAPOLLO
2%₹169 Cr1,477,084
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 20 | HCLTECH
2%₹153 Cr1,364,239
↓ -366,284

9. 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 14.3% since its launch.  Ranked 3 in Global category.  Return for 2022 was -5.9% , 2021 was 24.2% and 2020 was 22.6% .

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 (23 Mar 23) ₹41.2489 ↓ -0.07   (-0.18 %)
Net Assets (Cr) ₹771 on 28 Feb 23
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.69
Sharpe Ratio 0.04
Information Ratio 0.32
Alpha Ratio 2.82
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
28 Feb 18₹10,000
28 Feb 19₹10,813
29 Feb 20₹10,906
28 Feb 21₹15,599
28 Feb 22₹17,593
28 Feb 23₹18,394

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 ₹426,080.
Net Profit of ₹126,080
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 24 Mar 23

DurationReturns
1 Month -2.7%
3 Month 3.9%
6 Month 10.6%
1 Year -0.8%
3 Year 25.8%
5 Year 13.5%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 46.7%
Fund Manager information for DSP BlackRock US Flexible Equity Fund
NameSinceTenure
Kedar Karnik17 Jul 166.55 Yr.
Laukik Bagwe3 Aug 1210.5 Yr.
Jay Kothari1 Mar 139.93 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Technology20.64%
Financial Services17.81%
Health Care12.97%
Consumer Cyclical12.79%
Communication Services9.66%
Consumer Defensive7.92%
Industrials5.73%
Basic Materials4.99%
Energy4.25%
Real Estate1.33%
Asset Allocation
Asset ClassValue
Cash1.92%
Equity98.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
99%₹755 Cr2,599,344
↑ 36,105
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
1%₹11 Cr
Net Receivables/Payables
CBLO | -
0%-₹2 Cr

10. 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 18.1% since its launch.  Ranked 60 in Large Cap category.  Return for 2022 was 1.4% , 2021 was 19.5% and 2020 was 7.5% .

Below is the key information for DSP BlackRock TOP 100 Equity

DSP BlackRock TOP 100 Equity
Growth
Launch Date 10 Mar 03
NAV (24 Mar 23) ₹280.646 ↓ -1.49   (-0.53 %)
Net Assets (Cr) ₹2,606 on 28 Feb 23
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.1
Information Ratio -1.28
Alpha Ratio 1.37
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
28 Feb 18₹10,000
28 Feb 19₹9,519
29 Feb 20₹10,662
28 Feb 21₹12,459
28 Feb 22₹13,649
28 Feb 23₹14,469

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 ₹376,357.
Net Profit of ₹76,357
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 24 Mar 23

DurationReturns
1 Month -3%
3 Month -3.2%
6 Month -2.2%
1 Year 2.4%
3 Year 25.7%
5 Year 8.2%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 2.2%
Fund Manager information for DSP BlackRock TOP 100 Equity
NameSinceTenure
Jay Kothari14 Aug 184.47 Yr.
Abhishek Singh1 Jun 220.67 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services41.23%
Consumer Cyclical12.62%
Technology12.1%
Health Care10.66%
Consumer Defensive5.97%
Utility4.73%
Basic Materials4.17%
Industrials2.33%
Energy2.23%
Asset Allocation
Asset ClassValue
Cash3.99%
Equity96.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
10%₹265 Cr1,652,227
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
9%₹242 Cr2,909,538
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 532215
7%₹199 Cr2,279,688
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 19 | HCLTECH
6%₹158 Cr1,410,459
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
5%₹131 Cr1,074,769
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
5%₹125 Cr5,790,843
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC
4%₹109 Cr3,101,426
↓ -607,112
Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 21 | 532755
4%₹96 Cr945,064
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | EICHERMOT
3%₹81 Cr249,441
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 20 | SBICARD
3%₹79 Cr1,096,267

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?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
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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