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10 সেরা DSP BlackRock SIP মিউচুয়াল ফান্ড 2022 | সেরা এসআইপি ফান্ড

ফিনক্যাশ »ডিএসপিবিআর মিউচুয়াল ফান্ড »সেরা ডিএসপিবিআর এসআইপি ফান্ড

10টি সেরা DSP BlackRock SIP মিউচুয়াল ফান্ড 2022৷

Updated on September 4, 2024 , 6939 views

ডিএসপি ব্ল্যাকরক চুমুক সবচেয়ে কার্যকর উপায়মিউচুয়াল ফান্ডে বিনিয়োগ করুন. এসআইপি বা পদ্ধতিগতবিনিয়োগ পরিকল্পনা একটি মত কাজ করেপুনরাবৃত্ত আমানত, যেখানে আপনাকে একটি নির্দিষ্ট ব্যবধানের জন্য মাসে অল্প পরিমাণ অর্থ বিনিয়োগ করতে হবে।

এসআইপি, সবচেয়ে সাশ্রয়ী বিনিয়োগের পদ্ধতি হওয়ায়, কেউ শুরু করতে পারেনবিনিয়োগ মাত্র INR 500। একটি এসআইপি দিয়ে, কেউ তাদের পরিকল্পনাও করতে পারেআর্থিক লক্ষ্য পছন্দঅবসর পরিকল্পনা, বিয়ে, বাড়ি/গাড়ি ক্রয়, উচ্চ শিক্ষা ইত্যাদি।

বিনিয়োগকারীরা বিনিয়োগ করার পরিকল্পনা করছেনইক্যুইটি ফান্ড, বিনিয়োগ করার জন্য একটি আদর্শ উপায়ে SIP. তারা ইক্যুইটির ক্ষতির ভারসাম্য বজায় রাখেবাজার এবং স্থিতিশীল রিটার্ন প্রদান নিশ্চিত করুন।

DSPBR

কেন ডিএসপিবিআর এসআইপি ফান্ডে বিনিয়োগ করবেন?

একটি SIP এর কিছু সুবিধা হল:

  • রুপি খরচ গড়
  • যৌগিক শক্তি
  • দীর্ঘমেয়াদী সঞ্চয়ের অভ্যাস
  • নমনীয় এবং সাশ্রয়ী মূল্যের
  • বাজার সময় প্রয়োজন নেই

সুতরাং, বিনিয়োগকারীরা আগ্রহীএকটি এসআইপিতে বিনিয়োগ করুন সেরা DSP BlackRock SIP বেছে নিতে পারেনযৌথ পুঁজি নিচে উল্লিখিত. এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি

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ইক্যুইটিগুলির জন্য DSP BlackRock দ্বারা সেরা SIP মিউচুয়াল ফান্ড

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 ₹339.761
↓ -0.20
₹5,360 500 13.927.558.334.232.349
DSP BlackRock Small Cap Fund  Growth ₹202.845
↑ 0.87
₹16,085 500 23.424.537.726.233.241.2
DSP BlackRock Natural Resources and New Energy Fund Growth ₹94.296
↓ -0.30
₹1,287 500 6.713.744.6212731.2
DSP BlackRock Equity Opportunities Fund Growth ₹638.823
↑ 2.28
₹13,939 500 17.32449.320.925.232.5
DSP BlackRock Tax Saver Fund Growth ₹142.458
↑ 0.50
₹17,268 500 17.223.447.820.725.330
DSP BlackRock Midcap Fund Growth ₹152.101
↑ 0.42
₹20,014 500 16.628.642.118.424.638.4
DSP BlackRock Focus Fund Growth ₹55.59
↑ 0.17
₹2,593 500 17.224.342.916.520.634.2
DSP BlackRock Equity Fund Growth ₹105.937
↑ 0.79
₹11,879 500 17.424.938.116.22332.2
DSP BlackRock TOP 100 Equity Growth ₹470.547
↑ 0.19
₹4,328 500 14.920.740.215.919.626.6
DSP BlackRock US Flexible Equity Fund Growth ₹53.9559
↓ -0.09
₹904 500 0.84.217.110.11622
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 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% 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 (05 Sep 24) ₹339.761 ↓ -0.20   (-0.06 %)
Net Assets (Cr) ₹5,360 on 31 Jul 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 3.31
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
31 Aug 19₹10,000
31 Aug 20₹9,181
31 Aug 21₹16,351
31 Aug 22₹18,435
31 Aug 23₹24,739
31 Aug 24₹40,420

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 ₹673,113.
Net Profit of ₹373,113
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 5 Sep 24

DurationReturns
1 Month 4.3%
3 Month 13.9%
6 Month 27.5%
1 Year 58.3%
3 Year 34.2%
5 Year 32.3%
10 Year
15 Year
Since launch 19%
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 1014.12 Yr.

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

Equity Sector Allocation
SectorValue
Industrials44.22%
Basic Materials15.59%
Energy8.78%
Consumer Cyclical8.71%
Utility6.41%
Communication Services4.49%
Technology3.09%
Real Estate0.83%
Financial Services0.63%
Consumer Defensive0.6%
Asset Allocation
Asset ClassValue
Cash6.65%
Equity93.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹270 Cr6,478,825
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹226 Cr591,385
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
3%₹181 Cr254,165
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
3%₹174 Cr1,408,859
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
3%₹161 Cr1,080,606
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL
3%₹158 Cr1,155,215
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
3%₹152 Cr2,919,810
↑ 206,610
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | APARINDS
2%₹131 Cr141,824
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
2%₹127 Cr184,466
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
2%₹102 Cr339,790

2. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (05 Sep 24) ₹202.845 ↑ 0.87   (0.43 %)
Net Assets (Cr) ₹16,085 on 31 Jul 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
31 Aug 19₹10,000
31 Aug 20₹11,796
31 Aug 21₹20,580
31 Aug 22₹22,974
31 Aug 23₹29,565
31 Aug 24₹41,306

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 ₹689,048.
Net Profit of ₹389,048
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 5 Sep 24

DurationReturns
1 Month 7.9%
3 Month 23.4%
6 Month 24.5%
1 Year 37.7%
3 Year 26.2%
5 Year 33.2%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.2%
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1014.12 Yr.
Resham Jain16 Mar 186.38 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical32.11%
Industrials20.32%
Basic Materials17.73%
Health Care7.64%
Consumer Defensive6.98%
Financial Services4.59%
Technology2.78%
Communication Services1.22%
Utility0.23%
Asset Allocation
Asset ClassValue
Cash6.4%
Equity93.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
3%₹540 Cr3,165,306
↓ -27,937
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹492 Cr9,447,197
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
3%₹480 Cr7,937,996
↑ 481,710
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
3%₹423 Cr3,538,190
↑ 217,558
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹410 Cr1,712,978
↑ 16,362
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
3%₹410 Cr6,396,696
↑ 547,682
Voltamp Transformers Ltd (Industrials)
Equity, Since 31 Mar 17 | VOLTAMP
3%₹404 Cr298,754
↓ -11,679
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹361 Cr8,542,582
Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH
2%₹342 Cr6,083,098
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783
2%₹339 Cr11,568,344

3. DSP BlackRock Natural Resources and New Energy Fund

To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes.

DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a CAGR/Annualized return of 14.7% 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 (05 Sep 24) ₹94.296 ↓ -0.30   (-0.31 %)
Net Assets (Cr) ₹1,287 on 31 Jul 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 2.58
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
31 Aug 19₹10,000
31 Aug 20₹10,625
31 Aug 21₹18,611
31 Aug 22₹18,772
31 Aug 23₹22,230
31 Aug 24₹34,367

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 ₹598,181.
Net Profit of ₹298,181
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 5 Sep 24

DurationReturns
1 Month 3.7%
3 Month 6.7%
6 Month 13.7%
1 Year 44.6%
3 Year 21%
5 Year 27%
10 Year
15 Year
Since launch 14.7%
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 1212.09 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials40.89%
Energy40.74%
Utility10.47%
Technology2.05%
Industrials1.88%
Consumer Cyclical0.07%
Asset Allocation
Asset ClassValue
Cash3.9%
Equity96.1%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
9%₹116 Cr2,216,109
BGF World Energy I2
Investment Fund | -
8%₹103 Cr404,694
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
8%₹100 Cr1,498,513
↓ -35,554
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
8%₹98 Cr5,917,682
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
6%₹79 Cr803,550
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
6%₹74 Cr2,208,558
↑ 631,108
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 532155
6%₹73 Cr3,046,593
BGF Sustainable Energy I2
Investment Fund | -
6%₹72 Cr443,474
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL
5%₹66 Cr1,140,514
↑ 9,674
National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 532234
5%₹64 Cr3,295,582
↑ 312,264

4. 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 18.7% 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 (05 Sep 24) ₹638.823 ↑ 2.28   (0.36 %)
Net Assets (Cr) ₹13,939 on 31 Jul 24
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.7
Information Ratio -0.48
Alpha Ratio 2.04
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
31 Aug 19₹10,000
31 Aug 20₹10,608
31 Aug 21₹17,031
31 Aug 22₹17,067
31 Aug 23₹20,009
31 Aug 24₹30,262

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 ₹570,326.
Net Profit of ₹270,326
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 5 Sep 24

DurationReturns
1 Month 6.8%
3 Month 17.3%
6 Month 24%
1 Year 49.3%
3 Year 20.9%
5 Year 25.2%
10 Year
15 Year
Since launch 18.7%
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 159.17 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.83%
Consumer Cyclical12.94%
Basic Materials9.44%
Industrials8.67%
Health Care8.05%
Technology7.78%
Energy6.14%
Consumer Defensive4.59%
Utility4.44%
Communication Services3.07%
Real Estate1.2%
Asset Allocation
Asset ClassValue
Cash2.82%
Equity97.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
5%₹698 Cr5,748,497
↓ -495,851
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
5%₹636 Cr3,938,635
↓ -387,090
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹463 Cr5,310,601
↑ 833,017
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 532215
3%₹412 Cr3,533,515
↓ -521,298
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532810
3%₹406 Cr7,294,253
↓ -498,834
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO
2%₹310 Cr7,911,823
↑ 1,003,030
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹305 Cr15,508,993
↓ -3,787,043
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
2%₹298 Cr1,596,312
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹277 Cr6,389,053
↓ -782,938
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL
2%₹269 Cr4,664,318
↑ 379,060

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

Below is the key information for DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund
Growth
Launch Date 18 Jan 07
NAV (05 Sep 24) ₹142.458 ↑ 0.50   (0.35 %)
Net Assets (Cr) ₹17,268 on 31 Jul 24
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.64
Information Ratio 0.21
Alpha Ratio 4.88
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Aug 19₹10,000
31 Aug 20₹10,437
31 Aug 21₹17,216
31 Aug 22₹17,553
31 Aug 23₹20,294
31 Aug 24₹30,411

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 ₹570,326.
Net Profit of ₹270,326
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 5 Sep 24

DurationReturns
1 Month 6.7%
3 Month 17.2%
6 Month 23.4%
1 Year 47.8%
3 Year 20.7%
5 Year 25.3%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30%
2022 4.5%
2021 35.1%
2020 15%
2019 14.8%
2018 -7.6%
2017 36.3%
2016 11.3%
2015 4.4%
2014 52.2%
Fund Manager information for DSP BlackRock Tax Saver Fund
NameSinceTenure
Rohit Singhania16 Jul 159.05 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.9%
Consumer Cyclical12.05%
Industrials9.08%
Technology8.63%
Basic Materials7.92%
Health Care7.76%
Energy5.68%
Consumer Defensive5.39%
Communication Services4.5%
Utility4.06%
Asset Allocation
Asset ClassValue
Cash1.04%
Equity98.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹1,280 Cr7,919,371
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
6%₹1,098 Cr9,037,184
↓ -345,863
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
4%₹697 Cr7,984,464
↑ 1,034,122
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
3%₹601 Cr3,215,957
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
3%₹550 Cr4,716,056
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 22 | 532810
3%₹487 Cr8,739,203
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹408 Cr20,773,194
↓ -2,587,473
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
2%₹401 Cr2,687,452
↓ -289,214
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR
2%₹387 Cr1,431,453
↑ 232,863
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹376 Cr1,294,144

6. DSP BlackRock Midcap Fund

(Erstwhile DSP BlackRock Small and Mid Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Midcap Fund is a Equity - Mid Cap fund was launched on 14 Nov 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Ranked 20 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was -4.9% and 2021 was 28.3% .

Below is the key information for DSP BlackRock Midcap Fund

DSP BlackRock Midcap Fund
Growth
Launch Date 14 Nov 06
NAV (05 Sep 24) ₹152.101 ↑ 0.42   (0.28 %)
Net Assets (Cr) ₹20,014 on 31 Jul 24
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.22
Information Ratio -1.83
Alpha Ratio -5.92
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
31 Aug 19₹10,000
31 Aug 20₹11,672
31 Aug 21₹17,653
31 Aug 22₹17,444
31 Aug 23₹20,518
31 Aug 24₹29,588

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 ₹556,833.
Net Profit of ₹256,833
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 5 Sep 24

DurationReturns
1 Month 6.9%
3 Month 16.6%
6 Month 28.6%
1 Year 42.1%
3 Year 18.4%
5 Year 24.6%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.4%
2022 -4.9%
2021 28.3%
2020 23.6%
2019 9.2%
2018 -10.2%
2017 39.8%
2016 11.4%
2015 7.3%
2014 70.5%
Fund Manager information for DSP BlackRock Midcap Fund
NameSinceTenure
Vinit Sambre1 Jul 1212.09 Yr.
Abhishek Ghosh1 Sep 221.92 Yr.

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

Equity Sector Allocation
SectorValue
Industrials21.28%
Consumer Cyclical18.04%
Financial Services14.79%
Basic Materials13.77%
Technology9.74%
Health Care8.37%
Consumer Defensive3.69%
Energy2.68%
Real Estate2.58%
Utility2.55%
Communication Services0%
Asset Allocation
Asset ClassValue
Cash2.5%
Equity97.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 500493
4%₹701 Cr4,044,324
↓ -63,623
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 524494
3%₹676 Cr5,164,736
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹658 Cr1,043,773
↑ 189,726
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 16 | FEDERALBNK
3%₹611 Cr30,349,950
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 506395
3%₹593 Cr3,567,895
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 15 | ALKEM
3%₹578 Cr1,088,122
↓ -37,335
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ATUL
3%₹556 Cr698,092
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 18 | 503100
3%₹516 Cr1,433,751
↓ -269,640
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹512 Cr9,193,262
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | BALKRISIND
3%₹511 Cr1,537,653
↓ -8,729

7. DSP BlackRock Focus Fund

(Erstwhile DSP BlackRock Focus 25 Fund)

The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized.

DSP BlackRock Focus Fund is a Equity - Focused fund was launched on 10 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% 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 (05 Sep 24) ₹55.59 ↑ 0.17   (0.30 %)
Net Assets (Cr) ₹2,593 on 31 Jul 24
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 2.15
Information Ratio -0.62
Alpha Ratio 0.09
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
31 Aug 19₹10,000
31 Aug 20₹10,379
31 Aug 21₹15,712
31 Aug 22₹15,286
31 Aug 23₹17,297
31 Aug 24₹24,970

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 ₹505,644.
Net Profit of ₹205,644
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 5 Sep 24

DurationReturns
1 Month 9%
3 Month 17.2%
6 Month 24.3%
1 Year 42.9%
3 Year 16.5%
5 Year 20.6%
10 Year
15 Year
Since launch 12.8%
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 204.17 Yr.
Bhavin Gandhi1 Feb 240.5 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.05%
Consumer Cyclical12.57%
Technology11.68%
Health Care10.31%
Basic Materials10.05%
Industrials9.27%
Energy6.18%
Real Estate3.88%
Utility2.58%
Asset Allocation
Asset ClassValue
Cash3.43%
Equity96.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
6%₹151 Cr221,914
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
5%₹139 Cr1,148,242
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
5%₹134 Cr717,698
Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE
4%₹111 Cr175,963
↑ 21,981
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹109 Cr677,687
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN
4%₹109 Cr766,081
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG
4%₹107 Cr865,160
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
4%₹104 Cr791,597
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532215
4%₹103 Cr885,319
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 503100
4%₹101 Cr279,455

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

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (05 Sep 24) ₹105.937 ↑ 0.79   (0.75 %)
Net Assets (Cr) ₹11,879 on 31 Jul 24
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.18
Information Ratio -0.71
Alpha Ratio -0.35
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
31 Aug 19₹10,000
31 Aug 20₹10,726
31 Aug 21₹17,407
31 Aug 22₹16,812
31 Aug 23₹19,622
31 Aug 24₹27,384

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 ₹530,691.
Net Profit of ₹230,691
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 5 Sep 24

DurationReturns
1 Month 8.3%
3 Month 17.4%
6 Month 24.9%
1 Year 38.1%
3 Year 16.2%
5 Year 23%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.2%
2022 -4.5%
2021 32.4%
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Bhavin Gandhi1 Mar 240.42 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.48%
Consumer Cyclical12.73%
Industrials11.52%
Technology10.28%
Basic Materials9.13%
Consumer Defensive6.99%
Health Care6.97%
Energy3.1%
Communication Services2.54%
Utility1.48%
Asset Allocation
Asset ClassValue
Cash1.78%
Equity98.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹664 Cr975,974
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
5%₹645 Cr5,312,410
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹525 Cr3,246,376
↓ -350,496
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹512 Cr2,737,990
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹467 Cr4,007,260
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON
4%₹424 Cr21,581,552
↓ -2,824,172
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 24 | CHOLAFIN
3%₹306 Cr2,159,903
↑ 407,453
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹303 Cr614,240
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
3%₹301 Cr6,955,838
↓ -803,317
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR
2%₹286 Cr1,057,639

9. 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 19.6% 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 (05 Sep 24) ₹470.547 ↑ 0.19   (0.04 %)
Net Assets (Cr) ₹4,328 on 31 Jul 24
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.31
Information Ratio -0.36
Alpha Ratio 5.68
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 19₹10,000
31 Aug 20₹10,147
31 Aug 21₹15,349
31 Aug 22₹14,932
31 Aug 23₹16,993
31 Aug 24₹23,992

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 ₹493,520.
Net Profit of ₹193,520
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 5 Sep 24

DurationReturns
1 Month 5.3%
3 Month 14.9%
6 Month 20.7%
1 Year 40.2%
3 Year 15.9%
5 Year 19.6%
10 Year
15 Year
Since launch 19.6%
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 222.17 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services41.94%
Consumer Cyclical13.63%
Health Care12.92%
Technology8.35%
Consumer Defensive7.14%
Basic Materials3.24%
Utility2.56%
Energy2.3%
Communication Services1.47%
Industrials0.8%
Asset Allocation
Asset ClassValue
Cash5.61%
Equity94.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
9%₹387 Cr2,394,473
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
9%₹380 Cr3,129,150
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC
6%₹262 Cr5,282,635
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 500034
5%₹202 Cr296,665
↑ 12,723
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M
5%₹202 Cr693,127
↑ 30,238
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 532215
5%₹201 Cr1,725,306
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
4%₹185 Cr1,056,648
↑ 38,429
State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN
4%₹184 Cr2,106,920
↑ 340,105
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 22 | SUNPHARMA
4%₹153 Cr891,372
↑ 39,251
Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 500087
3%₹138 Cr896,325

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% 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 (05 Sep 24) ₹53.9559 ↓ -0.09   (-0.16 %)
Net Assets (Cr) ₹904 on 31 Jul 24
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.73
Information Ratio -0.45
Alpha Ratio -3.34
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
31 Aug 19₹10,000
31 Aug 20₹12,422
31 Aug 21₹15,888
31 Aug 22₹15,812
31 Aug 23₹18,223
31 Aug 24₹21,728

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 5 Sep 24

DurationReturns
1 Month 6.3%
3 Month 0.8%
6 Month 4.2%
1 Year 17.1%
3 Year 10.1%
5 Year 16%
10 Year
15 Year
Since launch 15%
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 1311.42 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 31 Jul 24

Equity Sector Allocation
SectorValue
Technology32.58%
Health Care15.23%
Communication Services13.24%
Financial Services11.14%
Consumer Cyclical10.63%
Basic Materials4.3%
Energy3.67%
Consumer Defensive2.77%
Industrials2.73%
Real Estate1.48%
Asset Allocation
Asset ClassValue
Cash2.22%
Equity97.77%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
99%₹892 Cr2,317,264
↓ -16,809
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
2%₹14 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹3 Cr

কিভাবে SIP বিনিয়োগ বৃদ্ধি পায়?

আপনার কেমন জানতে চাইএসআইপি বিনিয়োগ আপনি একটি নির্দিষ্ট সময়ের জন্য মাসিক একটি নির্দিষ্ট পরিমাণ বিনিয়োগ করলে বাড়বে? আমরা আপনাকে একটি উদাহরণ দিয়ে ব্যাখ্যা করব।

এসআইপি ক্যালকুলেটর বা এসআইপি রিটার্ন ক্যালকুলেটর

এসআইপি ক্যালকুলেটর সাধারণত ইনপুট নেয় যেমন এসআইপি বিনিয়োগের পরিমাণ (লক্ষ্য), বিনিয়োগের জন্য কত বছর প্রয়োজন, প্রত্যাশিতমুদ্রাস্ফীতি হার (এর জন্য একটি অ্যাকাউন্ট প্রয়োজন!) এবং প্রত্যাশিত রিটার্ন। সুতরাং, কেউ একটি লক্ষ্য অর্জনের জন্য প্রয়োজনীয় এসআইপি রিটার্ন গণনা করতে পারে!

ধরুন, আপনি যদি 10 টাকা বিনিয়োগ করেন,000 10 বছরের জন্য, দেখুন কিভাবে আপনার SIP বিনিয়োগ বৃদ্ধি পায়-

মাসিক বিনিয়োগ: INR 10,000

বিনিয়োগের সময়কাল: 10 বছর

মোট বিনিয়োগকৃত পরিমাণ: INR 12,00,000

দীর্ঘমেয়াদী বৃদ্ধির হার (প্রায়): 15%

অনুযায়ী প্রত্যাশিত রিটার্নচুমুক ক্যালকুলেটর: INR 27,86,573

মোট লাভ: INR 15,86,573 (পরম প্রত্যাবর্তন= 132.2%)

উপরের গণনাগুলি দেখায় যে আপনি যদি 10 বছরের জন্য মাসে 10,000 টাকা বিনিয়োগ করেন (মোট INR12,00,000) তুমি উপার্জন করবেINR 27,86,573, যার মানে আপনি যে নেট লাভ করেন তাINR 15,86,573. এটা কি দারুণ না!

ডিএসপি ব্ল্যাকরক এমএফ অনলাইনে কীভাবে বিনিয়োগ করবেন?

  1. Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।

  2. আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন

  3. নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!

    এবার শুরু করা যাক

Disclaimer:
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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