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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)


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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