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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.24 | 7.25 | 6.33 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | 7.53 | 7.61 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Short Duration Debt Index |
Floating rate funds are debt funds. They invest in bonds and debt instruments whose interest payments alter with an underlying interest rate level.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
DSP Floater Fund | 9.93% | 6.84% | 6.74% |
HDFC Floating Rate Debt Fund | 8.66% | 6.95% | 7.88% |
Aditya Birla SL Floating Rate Fund | 8.27% | 6.86% | 7.97% |
ICICI Pru Floating Interest Fund | 8.80% | 7.19% | 8.29% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
29.09 %
Holdings
7.26 %
Holdings
7.09 %
DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.
No.of Schemes
56
Total AUM
₹ 1,87,981.68 Cr.
Shantanu Godambe
AUM: ₹25,475.66 Cr.
|
Exp: —
Karan Mundhra
AUM: ₹47,892.14 Cr.
|
Exp: 9yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%