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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.16 | 6.91 | 5.64 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.50 | 6.98 | 4.03 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty SDL Plus G-Sec Sep 2027 50:50 Index |
Gilt Funds are the debt funds. They only invest in bonds and fixed-interest-bearing securities issued by the government. These funds are less risky since they invest solely in goverment securities. The underlying securities will have short or mid term maturity period.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund(IDCW) | 8.93% | — | 8.24% |
SBI Magnum Gilt Fund(IDCW-Payout) | 10.58% | 6.27% | 5.60% |
Bandhan CRISIL IBX Gilt June 2027 Index Fund(IDCW) | 1.03% | -0.96% | 0.56% |
ICICI Pru Gilt Fund(IDCW-Payout) | 6.00% | 3.15% | 3.23% |
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
27.22 %
Holdings
20.32 %
Holdings
19.62 %
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
₹ 1,84,516.78 Cr.
Laukik Bagwe
AUM: ₹35,764.28 Cr.
|
Exp: 13yrs
Shantanu Godambe
AUM: ₹24,762.96 Cr.
|
Exp: —
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%