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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.30 | 7.48 | 1.14 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.41 | 10.24 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
CRISIL Ultra Short Term Debt Index |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
DSP Ultra Short Fund(IDCW-Reinv) | 0.79% | 0.88% | 0.94% |
Aditya Birla SL Savings Fund(W-IDCW) | 0.07% | -0.07% | 0.03% |
HDFC Ultra Short Term Fund(M-IDCW Reinv) | 0.09% | 0.05% | 0.12% |
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout) | 0.06% | 0.01% | 0.15% |
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
5.00 %
Holdings
4.08 %
Holdings
3.24 %
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
₹ 1,86,309.65 Cr.
Laukik Bagwe
AUM: ₹38,475.68 Cr.
|
Exp: 13yrs
Karan Mundhra
AUM: ₹47,489.57 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%