Should I invest in DSP BlackRock Top 100 Equity Fund?

We don't give personal investment advice. DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 37.3%. 5-year CAGR: 1.06%.

DSP BlackRock

DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	-11.79%	+11.79	19 / 57	Q2
1W	-0.27%	-11.61%	+11.34	35 / 54	Q3
2W	-1.08%	-11.22%	+10.13	34 / 54	Q3
1M	-0.90%	-9.19%	+8.29	38 / 54	Q3
3M	-2.97%	-5.07%	+2.10	34 / 52	Q3
6M	-12.06%	+1.88%	-13.94	38 / 53	Q3
YTD	-1.71%	-1.37%	-0.34	34 / 54	Q3
1Y	+13.20%	+8.01%	+5.19	25 / 52	Q2
2Y	-8.34%	-3.93%	-4.41	27 / 40	Q3
3Y	+3.69%	-0.61%	+4.30	16 / 28	Q3
4Y	-1.02%	+7.84%	-8.86	17 / 18	Q4
5Y	+1.06%	+12.24%	-11.18	13 / 16	Q4
7Y	+2.25%	+9.45%	-7.20	12 / 12	Q4
10Y	—	—	—	—	—
Inception	—	—	—	—	—

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2017 YTD	-1.71%	+19.33%	-21.03	2 / 2
2016	-5.98%	+6.99%	-12.97	3 / 3
2015	-11.98%	-0.84%	-11.14	3 / 3
2014	+25.53%	+29.56%	-4.02	7 / 12
2013	-10.62%	-2.06%	-8.56	15 / 16
2012	+30.72%	+28.53%	+2.20	10 / 21
2011	-19.52%	-27.09%	+7.57	5 / 22
2010	+17.34%	-8.68%	+26.02	8 / 42
2009	+75.56%	+72.50%	+3.06	19 / 44
2008	—	—	—	—
2007	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+8.86%

100 windows

min -35.8% · max 85.8%

59% positive

3-Year rolling

+6.75%

76 windows

min -6.6% · max 29.0%

79% positive

5-Year rolling

+5.89%

51 windows

min -1.2% · max 15.8%

94% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+7.13%

27 windows

min 2.2% · max 12.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

21.57%

3-year · annualised

Sharpe ratio

0.00

vs risk-free 6.5%

Sortino ratio

0.00

Downside-only deviation

Max drawdown

-37.28%

Jan 2015 → Feb 2016

% positive months

50.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
6 Mar 2017	₹14.3410
3 Mar 2017	₹14.2510
2 Mar 2017	₹14.2530
1 Mar 2017	₹14.3760
28 Feb 2017	₹14.3480
27 Feb 2017	₹14.3800
23 Feb 2017	₹14.4850
22 Feb 2017	₹14.4700
21 Feb 2017	₹14.5360
20 Feb 2017	₹14.4980

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend is a Growth from DSP BlackRock (Institutional plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend has NAV history starting from 09 Aug 2007, a track record of about 18 years 10 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend is managed by DSP BlackRock. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend has delivered a absolute return of 13.20% — +5.19 pp ahead of the Growth category average of 8.01%. The fund ranks #25 of 52 in its category — the second (Q2) quartile.

Over the trailing 3-year window, DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend has delivered a CAGR of 3.69% — +4.3 pp ahead of the Growth category average of -0.61%. The fund ranks #16 of 28 in its category — the third (Q3) quartile.

Over the trailing 5-year window, DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend has delivered a CAGR of 1.06% — -11.18 pp behind the Growth category average of 12.24%. The fund ranks #13 of 16 in its category — the bottom (Q4) quartile.

₹1 lakh invested in DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend exactly 5 years ago would be worth approximately ₹105,402 today — a multiplier of 1.05×, based on the 5-year CAGR of 1.06%. The category average over the same window would have grown ₹1 lakh to ₹178,092.

A ₹10,000 monthly SIP in DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹593,227 today. That's an XIRR (money-weighted annualised return) of -0.45%.

DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹852,702 — XIRR 0.42%.

On a 5-year basis, DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend ranks #13 out of 16 funds in the Growth category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.24%; this fund delivered 1.06%.

The worst peak-to-trough decline DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend has experienced over the last 5-year window is 37.28% — its NAV fell from a high on 29 Jan 2015 to a low on 12 Feb 2016. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend averaged 5.89% (best 15.79%, worst -1.17%). 94% of rolling windows ended positive. The 5-year Sharpe ratio is -0.20 — negative risk-adjusted performance.

In calendar year 2016, DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend returned -5.98% — lagging the Growth category average of 6.99% by 12.97 pp. It ranked #3 of 3 in its category that year.

DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. DSP BlackRock Top 100 Equity Fund - Institutional Plan - Dividend is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 37.3%. 5-year CAGR: 1.06%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.