DSP Mutual Fund is one of India's leading asset management companies (AMCs). It was founded in 1997 as a joint venture between DSP Group and Merrill Lynch. In 2008, BlackRock acquired Merrill Lynch's global asset management business, and the company was renamed DSP BlackRock Investment Managers Ltd. In 2018, DSP Group purchased BlackRock's 40% stake in the company, and it was renamed DSP Mutual Fund.
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Fund Name | Category | 1-Year Returns | 5-Years Return | Fund Size |
DSP The Infrastructure Growth and Economic Reforms Regular Fund | Equity | 37.10% | 22.61% | ₹2,471 |
DSP Nifty 50 Equal Weight Index Fund | Other | 17.80% | 15.95% | ₹671 |
DSP Small Cap Fund | Equity | 28.10% | 24.51% | ₹12,083 |
DSP Tax Saver Fund | Equity | 19.70% | 19.21% | ₹11,863 |
DSP Equity Opportunities Fund | Equity | 20.60% | 17.91% | ₹8,869 |
DSP Equity & Bond Fund | Hybrid | 17.70% | 15.83% | ₹8,121 |
DSP Dynamic Asset Allocation Fund | Hybrid | 10.60% | 10.34% | ₹3,398 |
DSP Equity Savings Fund | Hybrid | 9.50% | 10.02% | ₹661 |
DSP Arbitrage Fund | Hybrid | 7.80% | 5.60% | ₹2,182 |
DSP Credit Risk Fund | Debt | 8.80% | 6.94% | ₹267 |
DSP Low Duration Fund | Debt | 7.20% | 6.39% | ₹3,511 |
DSP Overnight Fund | Debt | 6.50% | - | ₹4,274 |
DSP Flexi Cap Fund | Equity | 21.30% | 17.95% | ₹8,976 |
DSP Government Securities Fund | Debt | 7.30% | 8.68% | ₹595 |
DSP Nifty 50 Index Fund | Other | 14.10% | - | ₹380 |
DSP Mutual Fund offers a wide range of mutual fund schemes across equity, debt, and hybrid categories, as well as international funds, exchange-traded funds (ETFs), and close-ended funds categories.
DSP Mutual Fund is known for its strong investment track record and its focus on risk management. The fund house has a team of experienced and qualified investment professionals who follow a rigorous investment process. DSP Mutual Fund's funds have consistently outperformed their benchmarks over the long term.
Highlights of DSP Mutual Fund
As of February 28th, 2023, the fund house manages assets totalling Rs 114,069 crores.
DSP Mutual Fund boasts a diverse portfolio of 86 mutual fund schemes. These include 52 debt schemes, 21 equity schemes, and 6 hybrid schemes. Additionally, the company offers 7 other schemes, including commodity funds.
Within the industry, the company commands a significant 2.77% share of the total assets under management (AUM).
Asset Management Company Name | DSP Investment Managers Pvt. Ltd. |
Mutual fund name | DSP Mutual Fund |
AMC Setup Date | 16 December 1996 |
COO | Mr. Ramamoorthy Rajagopal |
President | Mr. Kalpen Parekh |
AMC Incorporation Date | 13 May, 1996 |
Trustee Organisation | DSP Trustee Company Pvt. Limited. |
Compliance Officer | Mr. Pritesh Majmudar |
Top Fund Managers | Mr. Jay Kothari Mr. Aditya Khemka Mr. Laukik Bagwe Mr. Anil Ghelani Mr. Atul Bhole |
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
To invest in a DSP Mutual Fund, you'll need to provide documents for KYC (Know Your Client) to establish proof of identity and address. Below is a list of officially valid documents that are acceptable:
Proof of Identity:
PAN Card (Mandatory)
Aadhaar Card
Passport
Any other valid identity card issued by Central or State Government
Voter ID Card
Driving License
Proof of Address:
Bank account statement or bank passbook
Aadhaar Card
Passport
Voter ID Card
Utility bills like electricity or gas bills
Ration Card
Driving License
The performance of DSP Mutual Fund schemes has been generally good over the long term. Several of its schemes have outperformed their benchmarks and have given good returns to investors.
*All savings are provided by the insurer as per the IRDAI approved insurance
plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.