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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – DSP Blackrock Top 100

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Name of the Fund: DSPBR top 100 (G)

Ranked #4 by CRISIL

Category: Large Cap Equity

Expense Ratio: 2.28%

Risk Level: Low

Benchmark: BSE 100

Objective:  An Open Ended growth Scheme, seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of the 100 largest corporate companies, by market capitalization, listed in India.

Returns (Annualized)

1-Year3-Year5-Year
2.43%2.58%17.22%

Our Review

DSP Blackrock top 100 equity fund (g) has made its inception in the year 2003. Since then, it has delivered an exceptional return of 25.17% CAGR (annualized). Top holdings include Wipro, ICICI bank, Infosys, Bharti Airtel and Reliance. It has also announced dividends twice in 2013.

The 3 and 5 year returns of the fund have beaten the benchmark index S&P BSE 100. However, the last 1 year has not been great for the fund. It has lagged the benchmark index as well as category by a big margin. The fund still sticks to its name by investing in the top 100 companies. It should fare well in the long term.

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