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10 सर्वश्रेष्ठ डीएसपी ब्लैकरॉक एसआईपी म्यूचुअल फंड 2022 | सर्वश्रेष्ठ एसआईपी फंड

फिनकैश »डीएसपीबीआर म्यूचुअल फंड »सर्वश्रेष्ठ डीएसपीबीआर एसआईपी फंड

10 सर्वश्रेष्ठ डीएसपी ब्लैकरॉक एसआईपी म्यूचुअल फंड 2022

Updated on June 20, 2024 , 6766 views

डीएसपी ब्लैकरॉक सिप करने का सबसे कारगर तरीका हैम्युचुअल फंड में निवेश. एसआईपी या व्यवस्थितनिवेश योजना a . की तरह काम करता हैआवर्ती जमा, जिसमें आपको एक निर्धारित अंतराल के लिए मासिक रूप से एक छोटी राशि का निवेश करने की आवश्यकता होती है।

एसआईपी, सबसे किफायती निवेश विधि होने के कारण, कोई भी शुरू कर सकता हैनिवेश सिर्फ 500 रुपये। एक एसआईपी के साथ, कोई भी अपनी योजना बना सकता हैवित्तीय लक्ष्यों पसंदसेवानिवृत्ति योजना, विवाह, घर/कार की खरीद, उच्च शिक्षा आदि।

में निवेश करने की योजना बना रहे निवेशकइक्विटी फ़ंड, SIP निवेश करने का एक आदर्श तरीका है। वे इक्विटी के नुकसान को संतुलित करते हैंमंडी और स्थिर रिटर्न देना सुनिश्चित करें।

DSPBR

डीएसपीबीआर एसआईपी फंड में निवेश क्यों करें?

SIP के कुछ फायदे हैं:

  • रुपया लागत औसत
  • कंपाउंडिंग की शक्ति
  • लंबी अवधि की बचत की आदत
  • लचीला और किफायती
  • बाजार को समय देने की जरूरत नहीं

इस प्रकार, निवेशक उत्सुक हैंSIP में निवेश करें सबसे अच्छा डीएसपी ब्लैकरॉक एसआईपी चुन सकते हैंम्यूचुअल फंड्स नीचे उल्लेख किया। इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।

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इक्विटी के लिए डीएसपी ब्लैकरॉक द्वारा सर्वश्रेष्ठ एसआईपी म्यूचुअल फंड

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 ₹326.249
↓ -0.08
₹4,386 500 26.8397637.928.349
DSP BlackRock Small Cap Fund  Growth ₹183.285
↑ 0.64
₹13,781 500 1917.140.725.727.541.2
DSP BlackRock Natural Resources and New Energy Fund Growth ₹92.832
↑ 1.03
₹1,173 500 18.331.655.822.623.431.2
DSP BlackRock Equity Opportunities Fund Growth ₹583.681
↓ -1.77
₹11,991 500 18.623.749.621.221.632.5
DSP BlackRock Tax Saver Fund Growth ₹129.282
↓ -0.35
₹15,161 500 16.72246.321.121.630
DSP BlackRock Midcap Fund Growth ₹141.479
↓ -0.68
₹17,668 500 24.321.751.518.521.438.4
DSP BlackRock Equity Fund Growth ₹97.112
↓ -0.16
₹10,559 500 17.417.537.21719.532.2
DSP BlackRock Focus Fund Growth ₹50.76
↓ -0.20
₹2,338 500 18.218.242.516.616.734.2
DSP BlackRock TOP 100 Equity Growth ₹428.547
↓ -1.20
₹3,717 500 11.817.735.816.215.326.6
DSP BlackRock US Flexible Equity Fund Growth ₹54.1905
↑ 0.18
₹864 500 3.812.621.211.216.822
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jun 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 (21 Jun 24) ₹326.249 ↓ -0.08   (-0.02 %)
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
31 May 19₹10,000
31 May 20₹6,834
31 May 21₹12,568
31 May 22₹14,649
31 May 23₹18,160
31 May 24₹32,531

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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

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

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 24

DurationReturns
1 Month 3.3%
3 Month 26.8%
6 Month 39%
1 Year 76%
3 Year 37.9%
5 Year 28.3%
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 1013.87 Yr.
Jay Kothari16 Mar 186.13 Yr.
Charanjit Singh1 Jan 213.33 Yr.

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

Equity Sector Allocation
SectorValue
Industrials47.1%
Basic Materials18.22%
Energy7.36%
Utility7.1%
Technology5.75%
Consumer Cyclical5.67%
Communication Services3.99%
Real Estate1.02%
Consumer Defensive0.72%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹181 Cr4,971,991
↑ 973,497
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
4%₹148 Cr1,447,045
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
4%₹137 Cr234,753
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 22 | HAL
3%₹126 Cr320,004
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
3%₹123 Cr341,272
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | APARINDS
3%₹119 Cr151,604
↓ -6,125
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL
3%₹117 Cr957,039
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
3%₹100 Cr339,790
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
2%₹90 Cr159,290
↑ 9,985
KFin Technologies Ltd (Technology)
Equity, Since 31 Jan 24 | KFINTECH
2%₹83 Cr1,103,354

2. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

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

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (21 Jun 24) ₹183.285 ↑ 0.64   (0.35 %)
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
31 May 19₹10,000
31 May 20₹7,569
31 May 21₹15,777
31 May 22₹18,606
31 May 23₹21,428
31 May 24₹29,446

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 ₹598,181.
Net Profit of ₹298,181
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 21 Jun 24

DurationReturns
1 Month 7.3%
3 Month 19%
6 Month 17.1%
1 Year 40.7%
3 Year 25.7%
5 Year 27.5%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.2%
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1013.87 Yr.
Jay Kothari1 Mar 1311.17 Yr.
Resham Jain16 Mar 186.13 Yr.
Abhishek Ghosh1 Sep 221.66 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical28.12%
Industrials21.2%
Basic Materials17.82%
Health Care8.62%
Consumer Defensive7.19%
Financial Services5.64%
Technology2.7%
Communication Services1.33%
Utility0.42%
Asset Allocation
Asset ClassValue
Cash6.86%
Equity93.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
4%₹520 Cr2,880,141
↓ -109,751
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
3%₹420 Cr3,132,788
↓ -119,111
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
3%₹412 Cr7,456,286
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹399 Cr9,447,197
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹380 Cr1,541,488
Voltamp Transformers Ltd (Industrials)
Equity, Since 31 Mar 17 | VOLTAMP
2%₹343 Cr330,283
↓ -29,546
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
2%₹330 Cr1,045,261
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹328 Cr9,060,573
↓ -826,594
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹321 Cr3,165,306
↓ -209,813
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
2%₹294 Cr3,059,179

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 14.8% 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 (20 Jun 24) ₹92.832 ↑ 1.03   (1.12 %)
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
31 May 19₹10,000
31 May 20₹7,471
31 May 21₹15,155
31 May 22₹15,848
31 May 23₹17,370
31 May 24₹27,544

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 ₹543,623.
Net Profit of ₹243,623
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 21 Jun 24

DurationReturns
1 Month 2.3%
3 Month 18.3%
6 Month 31.6%
1 Year 55.8%
3 Year 22.6%
5 Year 23.4%
10 Year
15 Year
Since launch 14.8%
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 1211.84 Yr.
Jay Kothari1 Mar 1311.18 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials46.66%
Energy34.52%
Utility11.54%
Industrials2.12%
Technology2.03%
Consumer Defensive0.06%
Asset Allocation
Asset ClassValue
Cash3.06%
Equity96.93%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
9%₹100 Cr2,203,972
↑ 115,665
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹99 Cr1,534,067
BGF World Energy I2
Investment Fund | -
9%₹96 Cr372,537
↑ 38,890
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
9%₹95 Cr5,785,263
↓ -321,352
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
7%₹76 Cr821,048
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 526371
7%₹73 Cr2,876,363
↑ 461,836
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 532155
6%₹69 Cr3,311,121
↑ 789,854
BGF Sustainable Energy I2
Investment Fund | -
6%₹65 Cr413,047
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE
5%₹53 Cr179,041
National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 532234
4%₹43 Cr2,347,380

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 18.4% 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 (21 Jun 24) ₹583.681 ↓ -1.77   (-0.30 %)
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
31 May 19₹10,000
31 May 20₹8,352
31 May 21₹14,395
31 May 22₹14,647
31 May 23₹16,800
31 May 24₹24,316

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 ₹518,033.
Net Profit of ₹218,033
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 21 Jun 24

DurationReturns
1 Month 7%
3 Month 18.6%
6 Month 23.7%
1 Year 49.6%
3 Year 21.2%
5 Year 21.6%
10 Year
15 Year
Since launch 18.4%
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 158.92 Yr.
Jay Kothari16 Mar 186.13 Yr.
Charanjit Singh1 May 231 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.94%
Consumer Cyclical13.59%
Basic Materials10.75%
Health Care7.78%
Industrials7.07%
Technology5.15%
Energy5.04%
Utility4.23%
Consumer Defensive3.93%
Communication Services3.59%
Real Estate1.54%
Asset Allocation
Asset ClassValue
Cash2.15%
Equity97.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹768 Cr6,674,921
↓ -516,983
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
5%₹633 Cr4,163,379
↑ 369,521
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
4%₹440 Cr5,322,353
↓ -293,525
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532810
3%₹389 Cr8,820,232
↑ 770,482
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 532215
3%₹376 Cr3,226,309
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹299 Cr1,388,752
↓ -54,050
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹283 Cr21,536,884
↑ 803,697
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹254 Cr7,171,991
↓ -1,808,475
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO
2%₹243 Cr4,904,716
↑ 187,674
REC Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532955
2%₹231 Cr4,548,216

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 15.8% 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 (21 Jun 24) ₹129.282 ↓ -0.35   (-0.27 %)
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
31 May 19₹10,000
31 May 20₹8,406
31 May 21₹14,478
31 May 22₹15,488
31 May 23₹17,408
31 May 24₹24,677

DSP BlackRock Tax Saver Fund SIP Returns

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

Returns for DSP BlackRock Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 24

DurationReturns
1 Month 6.8%
3 Month 16.7%
6 Month 22%
1 Year 46.3%
3 Year 21.1%
5 Year 21.6%
10 Year
15 Year
Since launch 15.8%
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 158.8 Yr.
Charanjit Singh1 May 231 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.6%
Consumer Cyclical13.04%
Basic Materials8.45%
Health Care7.54%
Technology7.04%
Industrials6.97%
Consumer Defensive5.28%
Energy4.99%
Communication Services4.56%
Utility4.12%
Asset Allocation
Asset ClassValue
Cash1.4%
Equity98.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹1,173 Cr7,713,761
↑ 479,624
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
8%₹1,171 Cr10,181,205
↓ -667,670
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
5%₹693 Cr8,384,315
↓ -379,779
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
3%₹489 Cr4,193,457
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 22 | 532810
3%₹443 Cr10,038,031
↑ 987,829
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹437 Cr2,027,591
↓ -69,971
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹344 Cr26,217,219
↑ 1,042,237
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
2%₹338 Cr2,382,232
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹331 Cr9,337,947
↓ -2,348,952
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
2%₹318 Cr2,408,190
↑ 569,716

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 16.2% 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 (21 Jun 24) ₹141.479 ↓ -0.68   (-0.48 %)
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
31 May 19₹10,000
31 May 20₹9,160
31 May 21₹15,013
31 May 22₹14,956
31 May 23₹16,353
31 May 24₹23,750

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 ₹518,033.
Net Profit of ₹218,033
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 21 Jun 24

DurationReturns
1 Month 8.4%
3 Month 24.3%
6 Month 21.7%
1 Year 51.5%
3 Year 18.5%
5 Year 21.4%
10 Year
15 Year
Since launch 16.2%
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 1211.84 Yr.
Jay Kothari16 Mar 186.13 Yr.
Resham Jain16 Mar 186.13 Yr.
Abhishek Ghosh1 Sep 221.67 Yr.

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

Equity Sector Allocation
SectorValue
Industrials22.25%
Consumer Cyclical16.9%
Financial Services14.6%
Basic Materials13.25%
Health Care10.55%
Technology5.57%
Real Estate4.28%
Consumer Defensive3.54%
Utility2.49%
Energy1.65%
Communication Services0%
Asset Allocation
Asset ClassValue
Cash4.89%
Equity95.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 524494
4%₹739 Cr5,519,132
↓ -238,914
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 18 | 503100
4%₹731 Cr2,318,882
↓ -102,816
Supreme Industries Ltd (Industrials)
Equity, Since 31 Aug 15 | 509930
4%₹651 Cr1,285,384
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 15 | ALKEM
4%₹632 Cr1,307,508
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 500493
3%₹540 Cr4,244,486
↓ -521,591
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 16 | FEDERALBNK
3%₹493 Cr30,349,950
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | UNOMINDA
3%₹436 Cr5,909,338
↓ -576,542
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 506395
3%₹431 Cr3,567,895
↓ -780,143
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ATUL
2%₹418 Cr698,092
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
2%₹406 Cr9,193,262

7. 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 14.3% 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 (21 Jun 24) ₹97.112 ↓ -0.16   (-0.16 %)
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
31 May 19₹10,000
31 May 20₹8,737
31 May 21₹14,611
31 May 22₹14,701
31 May 23₹16,864
31 May 24₹22,466

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 ₹493,520.
Net Profit of ₹193,520
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 21 Jun 24

DurationReturns
1 Month 6.9%
3 Month 17.4%
6 Month 17.5%
1 Year 37.2%
3 Year 17%
5 Year 19.5%
10 Year
15 Year
Since launch 14.3%
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 240.17 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services32.91%
Industrials13.19%
Consumer Cyclical11.47%
Basic Materials10.46%
Consumer Defensive8.46%
Technology7.4%
Health Care6.21%
Communication Services2.64%
Energy2.58%
Utility2.07%
Asset Allocation
Asset ClassValue
Cash2.59%
Equity97.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹676 Cr975,974
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
6%₹620 Cr5,390,952
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
5%₹547 Cr3,596,872
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON
4%₹425 Cr32,384,296
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹361 Cr3,094,070
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹335 Cr726,715
↓ -107,511
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
3%₹292 Cr515,322
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
3%₹283 Cr1,990,358
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
3%₹275 Cr7,759,155
↑ 2,139,191
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
2%₹246 Cr679,521

8. DSP BlackRock Focus Fund

(Erstwhile DSP BlackRock Focus 25 Fund)

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

DSP BlackRock Focus Fund is a Equity - Focused fund was launched on 10 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% 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 (21 Jun 24) ₹50.76 ↓ -0.20   (-0.40 %)
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
31 May 19₹10,000
31 May 20₹8,318
31 May 21₹13,100
31 May 22₹13,088
31 May 23₹14,493
31 May 24₹19,996

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 ₹458,689.
Net Profit of ₹158,689
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 21 Jun 24

DurationReturns
1 Month 5.4%
3 Month 18.2%
6 Month 18.2%
1 Year 42.5%
3 Year 16.6%
5 Year 16.7%
10 Year
15 Year
Since launch 12.3%
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 203.92 Yr.
Jay Kothari31 Mar 1311.09 Yr.
Bhavin Gandhi1 Feb 240.24 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.06%
Industrials12.42%
Consumer Cyclical12.08%
Health Care10.64%
Basic Materials9.71%
Technology8.6%
Energy5.78%
Utility4.29%
Real Estate3.86%
Consumer Defensive1.25%
Asset Allocation
Asset ClassValue
Cash2.26%
Equity97.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
7%₹154 Cr221,914
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
5%₹107 Cr932,019
Polycab India Ltd (Industrials)
Equity, Since 31 Jul 22 | POLYCAB
5%₹106 Cr187,626
↓ -21,240
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
5%₹106 Cr791,597
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹103 Cr677,687
GAIL (India) Ltd (Utilities)
Equity, Since 31 Oct 23 | 532155
4%₹98 Cr4,691,423
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
4%₹89 Cr225,473
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG
4%₹88 Cr865,160
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 503100
4%₹88 Cr279,455
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
4%₹86 Cr1,938,481

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 19.3% 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 (21 Jun 24) ₹428.547 ↓ -1.20   (-0.28 %)
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
31 May 19₹10,000
31 May 20₹8,051
31 May 21₹12,564
31 May 22₹12,595
31 May 23₹14,377
31 May 24₹18,963

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 ₹447,579.
Net Profit of ₹147,579
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 21 Jun 24

DurationReturns
1 Month 5.2%
3 Month 11.8%
6 Month 17.7%
1 Year 35.8%
3 Year 16.2%
5 Year 15.3%
10 Year
15 Year
Since launch 19.3%
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 185.72 Yr.
Abhishek Singh1 Jun 221.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services43.47%
Consumer Cyclical14.39%
Health Care12.83%
Consumer Defensive7.87%
Technology6.52%
Basic Materials3.85%
Utility2.26%
Energy2.18%
Communication Services1.57%
Industrials1.12%
Asset Allocation
Asset ClassValue
Cash3.93%
Equity96.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
10%₹360 Cr2,369,526
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
10%₹360 Cr3,129,150
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 532215
6%₹238 Cr2,045,204
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC
6%₹216 Cr4,956,352
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M
5%₹199 Cr924,811
↓ -119,803
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 500034
5%₹197 Cr283,942
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
4%₹139 Cr966,732
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
3%₹128 Cr955,694
↓ -244,137
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 22 | SUNPHARMA
3%₹122 Cr812,255
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | EICHERMOT
3%₹116 Cr253,287

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 15.3% 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 (20 Jun 24) ₹54.1905 ↑ 0.18   (0.33 %)
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
31 May 19₹10,000
31 May 20₹11,862
31 May 21₹16,546
31 May 22₹17,148
31 May 23₹18,441
31 May 24₹22,365

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 ₹458,689.
Net Profit of ₹158,689
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 21 Jun 24

DurationReturns
1 Month 1%
3 Month 3.8%
6 Month 12.6%
1 Year 21.2%
3 Year 11.2%
5 Year 16.8%
10 Year
15 Year
Since launch 15.3%
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 167.79 Yr.
Laukik Bagwe3 Aug 1211.75 Yr.
Jay Kothari1 Mar 1311.17 Yr.

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

Equity Sector Allocation
SectorValue
Technology29.32%
Health Care14.5%
Financial Services14.46%
Communication Services12.22%
Consumer Cyclical10.52%
Consumer Defensive5.42%
Basic Materials4.38%
Energy4.16%
Industrials2.45%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.41%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
99%₹851 Cr2,334,074
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
2%₹15 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹2 Cr

एसआईपी निवेश कैसे बढ़ता है?

जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।

एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर

एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, निवेश करने के लिए आवश्यक वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!

मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-

मासिक निवेश: INR 10,000

निवेश अवधि: 10 वर्ष

निवेश की गई कुल राशि: INR 12,00,000

दीर्घकालिक विकास दर (लगभग): 15%

के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573

शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)

उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!

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