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DSP BlackRock Mutual Fund: Overview

DSP BlackRock is a joint venture between two big financial players in the market —DSP, a 150- year old financial firm and BlackRock, world’s largest investment management firm. DSP BlackRock mutual fund is an asset management company with over 19 years of investment excellence experience. DSP Group is headed by Mr. Hemendra Kothari and  it is one of the most experienced and respected financial firms in India. The company commenced its stock broking business in the 1860s and team behind the group has been very influential in the growth of capital markets and money management business in India. DSP BlackRock has AUMs of more than Rs 42,356 crore.


BlackRock is the most trusted investment firm in the world. It manages more money than any other investment firm in the world. BlackRock clients range from large financial institutions to retail investors, governments, teachers, nurses, doctors, and companies. Of the Fortune 100 companies, 94 and 20 of the top 25 insurers globally trust BlackRock for their money management.


The management team of DSP BlackRock Mutual Fund comprises Aditi Kothari Desai as Sales & Marketing Head, Anup Maheshwari as Equities and Corporate Strategies Head, Apoorva Shah as Fund Manager, Pankaj Sharma as Fixed Income Head, Ramamoorthy Rajagopal as Chief Administrative Officer, S. Naganath as President & Chief Investment Officer.

Types of Fund

Equity Schemes:

Equity funds invest in stocks of companies, and therefore, are also called stock funds. They can be managed actively or passively. Also, they can be further classified as close-ended or open-ended funds.
 

S. No.

Fund  Name

Scheme Details

Risk Factor

AUM (Approx)

1

Top 100 Equity Fund

Large Cap, Equity Diversified, Capital Appreciation

Moderately High Risk

INR 3602 Cr

2

Equity Fund

Large & Mid Cap, Equity-Diversified, Capital Appreciation

Moderately High Risk

INR 2486 Cr

3

Micro Cap Fund

Equity Diversified, Mirco Cap, Capital Appreciation

Moderately High Risk

INR 3398.58 Cr

4

Opportunities Fund

Large & Mid Cap, Equity-Diversified, Capital Appreciation

Moderately High Risk

INR 1054.49 Cr

5

India T.I.G.E.R. Fund

Equity Sectoral/Thematic, Infrastructure, Capital Appreciation

High Risk

INR 1432.13 Cr

6

Small & Mid Cap Fund

Large & Mid Cap, Equity-Diversified, Capital Appreciation

Moderately High Risk

INR 2228.99 Cr

7

Tax Saver Fund

Equity-Tax Saving, Large & Mid Cap, Capital Appreciation, Close Ended

Moderately High Risk

INR 1363.78 Cr

8

Focus 25 Fund

Large & Mid Cap, Equity-Diversified, Capital Appreciation

Moderately High Risk

INR 1699.82 Cr

 

9

Natural Resources & New Energy Fund

Equity- Sectoral,Thematic, Natural Resources and New Energy, Capital Appreciation

High Risk

INR 63.98 Cr

10

Technology.Com Fund

Equity- Sectoral/Thematic, Technology, Capital Appreciation

High Risk

INR 77.39 Cr

11

Equity Savings Fund
 

Equity- Equity Oriented, Large Cap, Capital Growth & Income

Mooderately High Risk

INR 215.67


Hybrid/FoF Schemes:

Hybrid Schemes invest in both stocks and debt instruments. The proportion of investment can vary from time to time depending on market situations. Hybrid Funds also invest in foreign companies.
 

S. No.

Fund Name

Scheme Details

Risk Factor

AUM (Approx)

1

Balanced Fund

Equity Oriented, Capital Growth & Income

Moderately High Risk

INR 1359.41 Cr

2

Dynamic Asset Alloocation Fund

Dynamic, Capital Appreciation

Moderate Risk

INR 1022.05 Cr

3

MIP Fund

Debt Oriented, Capital Growth & Income

Moderately High Risk

INR 417.91 Cr


Debt Schemes:

In Debt Schemes, funds invest in a mix of debt of fixed  income securities such as Treasury Bills, Government Securities, Corporate Bonds, Money Market Instruments and other debt securities. Generally, they pay a fixed rate of interest and have maturity date.
 

S. No.

Fund Name

Scheme Details

Risk Factor

AUM (Approx)

1

Constant Maturity 10Y G-Sec Fund

Debt- Govt. Securities, Duration, Income Generation

Moderate Risk

INR 69.79 Cr

2

Government Securities Fund

Debt- Govt. Securities, Duration, Income Generation

Moderate Risk

INR 740.37 Cr

3

Banking & PSU Debt Fund

Debt- Short Term, Accrual, Income Generation

Moderate Risk

INR 1034.35 Cr

4

Ultra Short Term Fund

Debt- Ultra Short Term, Income Generation

Moderately Low Risk

INR 3085.61 Cr

5

Bond Fund

Debt- Income, Duration, Income Generation

Moderate Risk

INR 273.54 Cr

6

Liquidity Fund

Debt- Liquid, Accrual, Income Generation

Low Risk

INR 8515.39 Cr

7

Money Manager Fund

Debt- Ultra Short Term, Accrual, Income Generation

Moderately Low Risk

INR 2241.75 Cr

8

Income Opportunities Fund

Debt- Income, Accrual, Income Generation

Moderate Risk

INR 4092.86

9

Short Term Fund

Debt-Income, Dynamic, Income Generation

Moderate Risk

INR 1331.81 Cr

10

Strategic Bond Fund

Debt-Income, Dynamic, Income Generation

Moderate Risk

INR 2837.91 Cr

11

Treasury Bill Fund

Debt- Ultra short Term, Accrual, Income Generation

Moderately Low Risk

INR 37.76 Cr

International FoFs:

In these funds, investment is done in companies located anywhere other than the investor’s country. They are also referred as Foreign Funds.

 

S. No.

Fund Name

Fund Details

Risk Factor

AUM (Approx)

1

US Flexible Equity Fund

International Fund-Diversified, US Companies, Capital Appreciation

High Risk

INR 122.23 Cr

2

World Agriculture Fund

International Funds-Sectoral/Thematic, World Agriculture, Capital Appreciation

High Risk

INR 25.56 Cr

3

World Gold Fund

International Funds- Sectoral/Thematic, World Gold, Capital Appreciation

High Risk

INR 386.53 Cr

4

Global Allocation Fund

International Funds- Global Asset Allocation,  Dynamic, Capital Appreciation

High Risk

INR 41.48 Cr

5

World Energy Fund

International Funds- Sectoral/Thematic, World Energy, Capital Appreciation

High Risk

INR 21.1 Cr

6

World Mining Fund

International Funds- Sectoral/Thematic, World Mining, Capital Appreciation

High Risk

INR 13 Cr

Fund Managers

1. Anup Maheshwari


Anup has a Bachelor of Commerce degree from Sydenham College, Bombay University in  and Post Graduate Diploma in Management (PGDM) from Indian Institute of Management, Lucknow. In a 2005 survey conducted by Business Today and Mutualfundsindia.com for Top fund managers in India, Anup Maheshwari featured among the top fund managers in India. Anup has been working with DSP BlackRock Mutual Fund since July 1997.


2. Apoorva Shah


Apoorva Shah has a Post Graduate Diploma in Management (PGDM)  from India’s premier institute, Indian Institute of Management, Ahemadabad (IIM-A). He has a total of 25 years of experience in banking and investment. He was previously on the senior position of Global Private Client and Institutional Equity Sales divisions of DSP Merrill Lynch Ltd.


3. Atul Bhole


Atul Bhole completed his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies. He joined DSP BlackRock Mutual Investment Managers in May 2016 as VP- Investments. He has a total of 10 years of experience and previously worked with TATA Asset Management Ltd from Feb 2007 to April 2016 in the investment team.  From 2011 onwards, he has served as a fund manager and managed TATA Balanced Fund, TATA MidCap Growth Fund, TATA Equity P/E Fund and also some other funds. He also Worked with JP Morgan Services(India) Pvt Ltd as Equity Research Analyst.


Funds under Atul Bhole
 

  • DSP BlackRock Equity Fund Since July 2016

4. Harish Zaveri


He has over two decades of  experience in equity research across different sectors like FMCG, Media, Pharma, Retail and Hospitality. Harish joined DSP BlackRock Mutual Fund in 2011 as Senior Vice President and was heading the equity research desk. He is rated as the leading consumer and media analysts in the industry by “The Institutional Investors”.  Harish has also worked on senior positions with HSBC Securities, Edelweiss Capital and Parag Parikh Financial and Advisory Services.


Funds Under Harish Zaveri
 

  • DSP BlackRock Top 100 Equity Fund Since July ‘15

5. Jay Kothari


Jay completed his Bachelor Degree in  Management Studies (Finance and International Finance) from Mumbai University and MBA  in Finance from Mumbai University. He is the dedicated fund manager for overseas Investments. Jay joined the firm as a member of Sales Team in May 2005. He has been working in the investment division since January 2011.


Funds under Jay Kothari
 

  • DSP BlackRock Micro Cap Fund Since March 2013
  • DSP BlackRock World Gold Fund Since March 2013
  • DSP BlackRock World Energy Fund Since March 2013
  • DSP BlackRock World Mining Fund Since March 2013
  • DSP BlackRock World Agriculture Fund Since March 2013

6. Kedar Karnik


Kedar completed his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies. He has experience of more than 10 years from Axis Asset management Company. He has also worked with HSBC Asset Management and CRISIL Ltd. Kedar Karnik is working as co-fund manager of many funds in DSP BlackRock Mutual Funds.


7. Laukik  Bagwe


Laukik Bagwe is in the investment team of fixed income fund managers. He joined the firm in Nov 2007 as fixed income dealer. He has a total of 11 years of experience.


Funds under Laukik Bagwe
 

  • DSP BlackRock Liquidity Fund Since June 2010
  • DSP BlackRock Money Manager Fund Since March 2013
  • DSP BlackRock Ultra Short Term Fund Since March 2015

Also he is co-fund manager of many other funds in DSP BlackRock


8. M. Suryanarayan, CFA
 

Suryanarayan did Mechanical Engineering during his graduation and completed Post Graduation from Indian Institute of Management, Ahemdabad (IIM-A).  He joined DSP BlackRock in July 2011, and has been an analyst with investment team since Feb 2014.


Funds under M. Suryanarayan
 

  • DSP BlackRock Technology.Com Fund Since July 2015

9. Mayur Patel


Mayur is a Charted Accountant and a CFA charterholder. He joined DSP BlackRock Investment managers in 2013 as Vice President in the research team. He has over 10 years of experience in research. He is a co-fund manager in many  DSP BlackRock Mutal Funds.


10. Pankaj Sharma
 

With a Bachelor of Engineering in Computer Science and an MBA from XLRI School of Business, Pankaj Sharma  heads Risk and Quantitative Analysis (RQA) and Fixed Income. He joined DSP BlackRock in 2003 and has over 23 years of regional and global experience in asset management, investment banking and retail banking. He is a co-fund manager of many mutual funds.


11. Rohit Singhania


He joined the firm as a portfolio analyst in Sept 2005. He was transferred to institutional Equitites team of DSP BlackRock in June 2009.


Funds under Rohit Singhania
 

  • DSP BlackRock India T.I.G.E.R. Fund Since June 2010
  • DSP BlackRock Opportunities Fund Since June 2015
  • DSP BlackRock Tax Saver Fund Since July 2015

12. Vikram Chopra


Vikram Chopra has over 14 years of investment experience. Previously he worked with IDBI Bank, Fidelity, Axis Bank Ltd. He is working as co-fund manager in many mutual funds.


13. Vinit Sambre


Vinit joined the firm in July 2007 as portfolio analyst, He has 16 years of experience in small and mid-cap space. As a research analyst he focuses on sectors like Pharma, Power Utilities, Chemicals,  Fertilizers and Textiles.


Funds under Vikram Sambre
 

  • DSP BlackRock Small and Mid Cap Fund Since July 2012
  • DSP BlackRock Micro Cap Fund Since June 2010

14. Vivek Ved


Vivek joined the firm as manager in marketing division in 1997, in 2006 he joined the fixed income investment team as an assistant vice president. He is co fund manager in DSP BlackRock Constant Maturity 10Y G-Sec Fund.

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