fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
10 Best DSP BlackRock SIP Mutual Funds 2024 | Best SIP Funds

Fincash » DSPBR Mutual Fund » Best DSPBR SIP Funds

10 Best DSP BlackRock SIP Mutual Funds 2024

Updated on July 14, 2024 , 6812 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.

DSPBR

They balance out the pitfalls of the equity Market and ensure to deliver stabilized returns.

Why Invest in DSPBR SIP Fund?

Some of the advantages of a SIP are:

  • Rupee cost averaging
  • Power of Compounding
  • Habit of long-term savings
  • Flexible and affordable
  • No need to time the market

Thus, investors keen to invest in a SIP can choose the best DSP BlackRock SIP Mutual Funds mentioned below. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Best SIP Mutual Fund by DSP BlackRock for Equities

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 ₹341.686
↓ -0.12
₹4,386 500 22.938.379.137.329.949
DSP BlackRock Small Cap Fund  Growth ₹191.886
↑ 0.35
₹13,781 500 16.817.543.82429.241.2
DSP BlackRock Natural Resources and New Energy Fund Growth ₹96.149
↑ 0.71
₹1,173 500 11.627.55523.525.331.2
DSP BlackRock Tax Saver Fund Growth ₹136.799
↑ 0.28
₹15,161 500 1923.549.521.623.230
DSP BlackRock Equity Opportunities Fund Growth ₹614.903
↑ 0.71
₹11,991 500 19.425.152.821.323.132.5
DSP BlackRock Midcap Fund Growth ₹146.752
↑ 0.06
₹17,668 500 21.921.453.218.622.338.4
DSP BlackRock TOP 100 Equity Growth ₹451.96
↑ 1.53
₹3,717 500 14.819.638.717.316.826.6
DSP BlackRock Equity Fund Growth ₹101.512
↑ 0.11
₹10,559 500 18.319.239.817.22132.2
DSP BlackRock Focus Fund Growth ₹53.113
↓ -0.09
₹2,338 500 18.81944.717.217.934.2
DSP BlackRock US Flexible Equity Fund Growth ₹55.5803
↑ 0.15
₹864 500 6.214.120.71117.322
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 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 19.2% 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 (16 Jul 24) ₹341.686 ↓ -0.12   (-0.04 %)
Net Assets (Cr) ₹4,386 on 31 May 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 3.51
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 Jun 19₹10,000
30 Jun 20₹7,522
30 Jun 21₹13,306
30 Jun 22₹14,039
30 Jun 23₹19,305
30 Jun 24₹34,570

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 ₹627,226.
Net Profit of ₹327,226
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 16 Jul 24

DurationReturns
1 Month 3.9%
3 Month 22.9%
6 Month 38.3%
1 Year 79.1%
3 Year 37.3%
5 Year 29.9%
10 Year
15 Year
Since launch 19.2%
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 1013.96 Yr.
Jay Kothari16 Mar 186.22 Yr.
Charanjit Singh1 Jan 213.42 Yr.

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

Equity Sector Allocation
SectorValue
Industrials50.05%
Basic Materials16.04%
Energy7.26%
Utility5.9%
Consumer Cyclical5.53%
Technology3.97%
Communication Services3.75%
Real Estate0.87%
Consumer Defensive0.57%
Asset Allocation
Asset ClassValue
Cash5.94%
Equity94.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
4%₹181 Cr5,028,815
↑ 56,824
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
4%₹180 Cr1,447,045
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹178 Cr483,985
↑ 142,713
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
4%₹164 Cr234,753
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 22 | HAL
3%₹150 Cr300,764
↓ -19,240
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL
3%₹114 Cr957,039
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
3%₹113 Cr168,356
↑ 9,066
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | APARINDS
3%₹112 Cr141,824
↓ -9,780
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
2%₹97 Cr339,790
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹94 Cr681,218
↑ 74,366

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 18.9% 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 (16 Jul 24) ₹191.886 ↑ 0.35   (0.18 %)
Net Assets (Cr) ₹13,781 on 31 May 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.61
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 Jun 19₹10,000
30 Jun 20₹8,874
30 Jun 21₹17,152
30 Jun 22₹18,171
30 Jun 23₹23,675
30 Jun 24₹33,527

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 ₹627,226.
Net Profit of ₹327,226
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 16 Jul 24

DurationReturns
1 Month 6.6%
3 Month 16.8%
6 Month 17.5%
1 Year 43.8%
3 Year 24%
5 Year 29.2%
10 Year
15 Year
Since launch 18.9%
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 1013.96 Yr.
Jay Kothari1 Mar 1311.26 Yr.
Resham Jain16 Mar 186.22 Yr.
Abhishek Ghosh1 Sep 221.75 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical28.8%
Industrials22.4%
Basic Materials17.21%
Health Care8.29%
Consumer Defensive6.87%
Financial Services5.51%
Technology2.78%
Communication Services1.1%
Utility0.39%
Asset Allocation
Asset ClassValue
Cash6.58%
Equity93.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
3%₹449 Cr3,165,306
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
3%₹438 Cr2,526,112
↓ -354,029
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹419 Cr9,447,197
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
3%₹373 Cr7,456,286
Voltamp Transformers Ltd (Industrials)
Equity, Since 31 Mar 17 | VOLTAMP
3%₹350 Cr311,230
↓ -19,053
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹345 Cr1,571,112
↑ 29,624
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
2%₹341 Cr2,956,102
↓ -176,686
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
2%₹331 Cr2,653,342
↓ -182,250
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
2%₹305 Cr895,261
↓ -150,000
Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH
2%₹295 Cr6,083,098
↑ 132,425

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 15% 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 (15 Jul 24) ₹96.149 ↑ 0.71   (0.74 %)
Net Assets (Cr) ₹1,173 on 31 May 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 2.85
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 Jun 19₹10,000
30 Jun 20₹8,114
30 Jun 21₹15,682
30 Jun 22₹14,232
30 Jun 23₹18,101
30 Jun 24₹28,316

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 ₹570,326.
Net Profit of ₹270,326
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 16 Jul 24

DurationReturns
1 Month 3.3%
3 Month 11.6%
6 Month 27.5%
1 Year 55%
3 Year 23.5%
5 Year 25.3%
10 Year
15 Year
Since launch 15%
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 1211.93 Yr.
Jay Kothari1 Mar 1311.26 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials44.47%
Energy36.24%
Utility12.79%
Industrials2.19%
Technology2.11%
Consumer Defensive0.06%
Asset Allocation
Asset ClassValue
Cash2.14%
Equity97.85%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
9%₹108 Cr2,203,972
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹106 Cr1,534,067
BGF World Energy I2
Investment Fund | -
9%₹101 Cr404,694
↑ 32,158
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
8%₹97 Cr5,785,263
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 532155
8%₹93 Cr4,531,131
↑ 1,220,010
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
7%₹83 Cr803,550
↓ -17,498
BGF Sustainable Energy I2
Investment Fund | -
6%₹73 Cr443,474
↑ 30,427
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 526371
5%₹53 Cr2,032,001
↓ -844,362
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE
4%₹51 Cr179,041
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | 500547
4%₹46 Cr726,439
↑ 118,157

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 16.1% 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 (16 Jul 24) ₹136.799 ↑ 0.28   (0.21 %)
Net Assets (Cr) ₹15,161 on 31 May 24
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.48
Information Ratio 0.31
Alpha Ratio 3.82
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,135
30 Jun 21₹15,068
30 Jun 22₹14,887
30 Jun 23₹18,323
30 Jun 24₹26,824

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 ₹543,623.
Net Profit of ₹243,623
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 16 Jul 24

DurationReturns
1 Month 6.2%
3 Month 19%
6 Month 23.5%
1 Year 49.5%
3 Year 21.6%
5 Year 23.2%
10 Year
15 Year
Since launch 16.1%
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 158.88 Yr.
Charanjit Singh1 May 231.09 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.46%
Consumer Cyclical12.42%
Basic Materials8.5%
Industrials7.75%
Technology7.54%
Health Care7.16%
Consumer Defensive5.63%
Energy5.03%
Communication Services4.68%
Utility4.44%
Asset Allocation
Asset ClassValue
Cash1.39%
Equity98.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹1,213 Cr7,919,371
↑ 205,610
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹1,052 Cr9,383,047
↓ -798,158
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
4%₹681 Cr8,202,712
↓ -181,603
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
3%₹510 Cr4,388,649
↑ 195,192
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 22 | 532810
3%₹461 Cr9,358,639
↓ -679,392
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
3%₹438 Cr3,110,228
↑ 727,996
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹408 Cr1,628,374
↓ -399,217
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
2%₹370 Cr2,695,482
↑ 287,292
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
2%₹358 Cr9,981,835
↑ 1,560,131
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹353 Cr23,360,667
↓ -2,856,552

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 (16 Jul 24) ₹614.903 ↑ 0.71   (0.12 %)
Net Assets (Cr) ₹11,991 on 31 May 24
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.59
Information Ratio -0.44
Alpha Ratio 1.42
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 Jun 19₹10,000
30 Jun 20₹9,267
30 Jun 21₹15,061
30 Jun 22₹14,235
30 Jun 23₹17,853
30 Jun 24₹26,745

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 16 Jul 24

DurationReturns
1 Month 5.7%
3 Month 19.4%
6 Month 25.1%
1 Year 52.8%
3 Year 21.3%
5 Year 23.1%
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 159.01 Yr.
Jay Kothari16 Mar 186.22 Yr.
Charanjit Singh1 May 231.09 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.24%
Consumer Cyclical13.3%
Basic Materials10.86%
Industrials7.66%
Health Care7.45%
Technology5.7%
Energy5.18%
Utility4.45%
Consumer Defensive4.44%
Communication Services3.5%
Real Estate1.47%
Asset Allocation
Asset ClassValue
Cash1.5%
Equity98.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
6%₹700 Cr6,244,348
↓ -430,573
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
6%₹663 Cr4,325,725
↑ 162,346
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
4%₹454 Cr5,466,816
↑ 144,463
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 532215
4%₹441 Cr3,792,235
↑ 565,926
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532810
3%₹408 Cr8,284,429
↓ -535,803
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹293 Cr1,169,274
↓ -219,478
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹292 Cr19,296,036
↓ -2,240,848
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹250 Cr7,171,991
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO
2%₹245 Cr4,565,414
↓ -339,302
NTPC Ltd (Utilities)
Equity, Since 31 Mar 19 | 532555
2%₹237 Cr6,603,177
↑ 1,221,892

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 16.4% 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 (16 Jul 24) ₹146.752 ↑ 0.06   (0.04 %)
Net Assets (Cr) ₹17,668 on 31 May 24
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.16
Information Ratio -2.01
Alpha Ratio -6.04
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 Jun 19₹10,000
30 Jun 20₹9,817
30 Jun 21₹15,732
30 Jun 22₹14,209
30 Jun 23₹17,265
30 Jun 24₹26,000

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 ₹530,691.
Net Profit of ₹230,691
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 16 Jul 24

DurationReturns
1 Month 3.8%
3 Month 21.9%
6 Month 21.4%
1 Year 53.2%
3 Year 18.6%
5 Year 22.3%
10 Year
15 Year
Since launch 16.4%
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 1211.93 Yr.
Jay Kothari16 Mar 186.22 Yr.
Resham Jain16 Mar 186.22 Yr.
Abhishek Ghosh1 Sep 221.75 Yr.

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

Equity Sector Allocation
SectorValue
Industrials22.61%
Consumer Cyclical19.2%
Financial Services15.16%
Basic Materials12.54%
Health Care9.18%
Technology5.41%
Real Estate3.58%
Consumer Defensive3.5%
Utility2.39%
Energy1.91%
Communication Services0%
Asset Allocation
Asset ClassValue
Cash4.53%
Equity95.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 31 Aug 15 | 509930
4%₹678 Cr1,285,384
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 500493
4%₹660 Cr4,244,486
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 18 | 503100
4%₹633 Cr2,041,115
↓ -277,767
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 15 | ALKEM
4%₹629 Cr1,307,508
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 524494
3%₹595 Cr5,164,736
↓ -354,396
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | UNOMINDA
3%₹502 Cr5,909,338
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 16 | FEDERALBNK
3%₹492 Cr30,349,950
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | BALKRISIND
3%₹475 Cr1,558,494
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 506395
3%₹466 Cr3,567,895
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹453 Cr9,193,262

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 19.5% 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 (16 Jul 24) ₹451.96 ↑ 1.53   (0.34 %)
Net Assets (Cr) ₹3,717 on 31 May 24
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.15
Information Ratio -0.3
Alpha Ratio 5.39
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 Jun 19₹10,000
30 Jun 20₹8,715
30 Jun 21₹12,930
30 Jun 22₹12,038
30 Jun 23₹15,104
30 Jun 24₹20,494

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 ₹458,689.
Net Profit of ₹158,689
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 16 Jul 24

DurationReturns
1 Month 5.9%
3 Month 14.8%
6 Month 19.6%
1 Year 38.7%
3 Year 17.3%
5 Year 16.8%
10 Year
15 Year
Since launch 19.5%
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
Jay Kothari14 Aug 185.8 Yr.
Abhishek Singh1 Jun 222 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services44.07%
Consumer Cyclical13.11%
Health Care12.56%
Consumer Defensive8%
Technology7.43%
Basic Materials3.85%
Utility2.32%
Energy2.12%
Communication Services1.53%
Industrials1.41%
Asset Allocation
Asset ClassValue
Cash3.51%
Equity96.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
10%₹367 Cr2,394,473
↑ 24,947
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
9%₹351 Cr3,129,150
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC
6%₹211 Cr4,956,352
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 532215
5%₹201 Cr1,725,306
↓ -319,898
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 500034
5%₹190 Cr283,942
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M
5%₹180 Cr718,248
↓ -206,563
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
4%₹141 Cr1,018,219
↑ 51,487
Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 500087
3%₹130 Cr896,325
↑ 221,607
State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN
3%₹127 Cr1,533,241
↑ 227,157
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 22 | SUNPHARMA
3%₹119 Cr812,255

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 14.5% 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 (16 Jul 24) ₹101.512 ↑ 0.11   (0.11 %)
Net Assets (Cr) ₹10,559 on 31 May 24
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.06
Information Ratio -0.49
Alpha Ratio -0.28
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 Jun 19₹10,000
30 Jun 20₹9,515
30 Jun 21₹15,252
30 Jun 22₹13,892
30 Jun 23₹17,804
30 Jun 24₹24,483

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 ₹505,644.
Net Profit of ₹205,644
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 16 Jul 24

DurationReturns
1 Month 5.3%
3 Month 18.3%
6 Month 19.2%
1 Year 39.8%
3 Year 17.2%
5 Year 21%
10 Year
15 Year
Since launch 14.5%
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 240.25 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.97%
Industrials13.99%
Consumer Cyclical12.31%
Basic Materials9.87%
Technology7.43%
Consumer Defensive6.82%
Health Care6.78%
Energy2.83%
Communication Services2.56%
Utility2%
Asset Allocation
Asset ClassValue
Cash1.45%
Equity98.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹654 Cr975,974
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
5%₹551 Cr3,596,872
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
5%₹541 Cr4,822,857
↓ -568,095
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹413 Cr3,551,251
↑ 457,181
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON
3%₹369 Cr24,405,724
↓ -7,978,572
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532810
3%₹312 Cr6,341,137
↑ 1,156,582
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
3%₹301 Cr10,180,352
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
3%₹294 Cr435,393
↓ -79,929
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
3%₹280 Cr1,990,358
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
3%₹270 Cr7,759,155

9. 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 12.6% 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 (16 Jul 24) ₹53.113 ↓ -0.09   (-0.16 %)
Net Assets (Cr) ₹2,338 on 31 May 24
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 2.12
Information Ratio -0.44
Alpha Ratio 1.36
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 Jun 19₹10,000
30 Jun 20₹9,022
30 Jun 21₹13,655
30 Jun 22₹12,265
30 Jun 23₹15,182
30 Jun 24₹21,705

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 ₹470,047.
Net Profit of ₹170,047
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 16 Jul 24

DurationReturns
1 Month 4.9%
3 Month 18.8%
6 Month 19%
1 Year 44.7%
3 Year 17.2%
5 Year 17.9%
10 Year
15 Year
Since launch 12.6%
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 Yr.
Jay Kothari31 Mar 1311.18 Yr.
Bhavin Gandhi1 Feb 240.33 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.68%
Consumer Cyclical12.45%
Industrials12.39%
Basic Materials10.07%
Health Care9.12%
Technology8.55%
Energy6.02%
Utility4.1%
Real Estate3.7%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
6%₹149 Cr221,914
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG
5%₹108 Cr865,160
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
4%₹104 Cr932,019
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹104 Cr677,687
Polycab India Ltd (Industrials)
Equity, Since 31 Jul 22 | POLYCAB
4%₹103 Cr152,252
↓ -35,374
GAIL (India) Ltd (Utilities)
Equity, Since 31 Oct 23 | 532155
4%₹96 Cr4,691,423
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
4%₹95 Cr1,938,481
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN
4%₹95 Cr766,081
↑ 182,452
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
4%₹91 Cr791,597
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 503100
4%₹87 Cr279,455

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 15.4% 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 (15 Jul 24) ₹55.5803 ↑ 0.15   (0.27 %)
Net Assets (Cr) ₹864 on 30 Apr 24
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.61
Sharpe Ratio 1
Information Ratio -0.38
Alpha Ratio -1.03
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 Jun 19₹10,000
30 Jun 20₹11,569
30 Jun 21₹16,429
30 Jun 22₹15,234
30 Jun 23₹18,507
30 Jun 24₹22,272

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 ₹470,047.
Net Profit of ₹170,047
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 16 Jul 24

DurationReturns
1 Month 3.3%
3 Month 6.2%
6 Month 14.1%
1 Year 20.7%
3 Year 11%
5 Year 17.3%
10 Year
15 Year
Since launch 15.4%
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
Kedar Karnik17 Jul 167.88 Yr.
Laukik Bagwe3 Aug 1211.84 Yr.
Jay Kothari1 Mar 1311.26 Yr.

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

Equity Sector Allocation
SectorValue
Technology29.33%
Health Care15.71%
Financial Services13.34%
Communication Services12.63%
Consumer Cyclical10.36%
Energy4.45%
Consumer Defensive4.24%
Basic Materials3.51%
Industrials2.91%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash2.45%
Equity97.53%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
99%₹872 Cr2,334,074
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
2%₹14 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹4 Cr

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in DSP BlackRock MF Online?

  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.
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT