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 - Growth 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: 23.4%. 5-year CAGR: 14.60%.

DSP BlackRock

DSP BlackRock Top 100 Equity Fund - Institutional Plan - Growth

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	-0.24%	-11.79%	+11.55	36 / 57	Q3
1W	+1.30%	-11.61%	+12.90	19 / 54	Q2
2W	-0.41%	-11.22%	+10.80	32 / 54	Q3
1M	+0.60%	-9.19%	+9.79	34 / 54	Q3
3M	+6.96%	-5.07%	+12.03	22 / 52	Q2
6M	+17.81%	+1.88%	+15.93	18 / 53	Q2
YTD	+15.69%	-1.37%	+17.05	17 / 54	Q2
1Y	+13.64%	+8.01%	+5.63	24 / 52	Q2
2Y	+10.78%	-3.93%	+14.71	16 / 40	Q2
3Y	+17.83%	-0.61%	+18.44	2 / 28	Q1
4Y	+14.80%	+7.84%	+6.95	4 / 18	Q1
5Y	+14.60%	+12.24%	+2.36	6 / 16	Q2
7Y	+11.18%	+9.45%	+1.74	5 / 12	Q2
10Y	—	—	—	—	—
Inception	+10.48%	-6.62%	+17.09	5 / 52	Q1

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
2016 YTD	+15.69%	+6.99%	+8.69	1 / 3
2015	-2.06%	-0.84%	-1.22	2 / 3
2014	+38.27%	+29.56%	+8.71	4 / 12
2013	+1.59%	-2.06%	+3.65	7 / 16
2012	+30.72%	+28.53%	+2.20	11 / 21
2011	-19.52%	-27.09%	+7.57	6 / 22
2010	+17.34%	-8.68%	+26.02	9 / 42
2009	+75.56%	+72.50%	+3.06	20 / 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

+12.35%

102 windows

min -54.0% · max 87.7%

69% positive

3-Year rolling

+12.21%

77 windows

min -0.8% · max 28.5%

97% positive

5-Year rolling

+10.91%

53 windows

min 1.5% · max 19.3%

100% positive

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

7-Year rolling

+12.66%

29 windows

min 6.5% · max 19.4%

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

14.38%

3-year · annualised

Sharpe ratio

0.79

vs risk-free 6.5%

Sortino ratio

1.60

Downside-only deviation

Max drawdown

-23.39%

Mar 2015 → Feb 2016

% positive months

61.1%

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
19 Oct 2016	₹25.0070
18 Oct 2016	₹25.0670
17 Oct 2016	₹24.6430
14 Oct 2016	₹24.8040
13 Oct 2016	₹24.6870
10 Oct 2016	₹24.9930
7 Oct 2016	₹25.0280
6 Oct 2016	₹25.0430
5 Oct 2016	₹25.1110
4 Oct 2016	₹25.0930

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 - Growth 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 - Growth has NAV history starting from 06 Jun 2007, a track record of about 19 years. 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 - Growth 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 - Growth has delivered a absolute return of 13.64% — +5.63 pp ahead of the Growth category average of 8.01%. The fund ranks #24 of 52 in its category — the second (Q2) quartile.

Over the trailing 3-year window, DSP BlackRock Top 100 Equity Fund - Institutional Plan - Growth has delivered a CAGR of 17.83% — +18.44 pp ahead of the Growth category average of -0.61%. The fund ranks #2 of 28 in its category — the top (Q1) quartile.

Over the trailing 5-year window, DSP BlackRock Top 100 Equity Fund - Institutional Plan - Growth has delivered a CAGR of 14.60% — +2.36 pp ahead of the Growth category average of 12.24%. The fund ranks #6 of 16 in its category — the second (Q2) quartile.

₹1 lakh invested in DSP BlackRock Top 100 Equity Fund - Institutional Plan - Growth exactly 5 years ago would be worth approximately ₹197,637 today — a multiplier of 1.98×, based on the 5-year CAGR of 14.60%. 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 - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹879,837 today. That's an XIRR (money-weighted annualised return) of 15.28%.

DSP BlackRock Top 100 Equity Fund - Institutional Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,340,868 — XIRR 13.11%.

On a 5-year basis, DSP BlackRock Top 100 Equity Fund - Institutional Plan - Growth ranks #6 out of 16 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.24%; this fund delivered 14.60%.

The worst peak-to-trough decline DSP BlackRock Top 100 Equity Fund - Institutional Plan - Growth has experienced over the last 5-year window is 23.39% — its NAV fell from a high on 03 Mar 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 - Growth averaged 10.91% (best 19.31%, worst 1.47%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.50 — reasonable risk-adjusted performance.

In calendar year 2015, DSP BlackRock Top 100 Equity Fund - Institutional Plan - Growth returned -2.06% — lagging the Growth category average of -0.84% by 1.22 pp. It ranked #2 of 3 in its category that year.

DSP BlackRock Top 100 Equity Fund - Institutional Plan - Growth 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 - Growth 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: 23.4%. 5-year CAGR: 14.60%.

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