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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.24 | 7.57 | 6.37 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | 7.54 | 7.74 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 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(IDCW-Reinvest) | 9.81% | 6.60% | 6.69% |
HDFC Floating Rate Debt Fund(M-IDCW Reinv) | 0.19% | 0.11% | 0.03% |
Aditya Birla SL Floating Rate Fund(W-IDCW) | 0.44% | 0.07% | 0.08% |
ICICI Pru Floating Interest Fund(IDCW-Payout) | 9.08% | 5.70% | 6.12% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
25.68 %
Holdings
7.15 %
Holdings
6.98 %
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
₹ 1,83,673.59 Cr.
Shantanu Godambe
AUM: ₹24,051.67 Cr.
|
Exp: —
Karan Mundhra
AUM: ₹44,823.57 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%