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DSP US Flexible Equity Fund(IDCW-Reinv)

IDCW
OtherFoFs (Overseas)
Mid-size FundAssets Under Mgmt: ₹ 834 Cr
Very High RiskPrinciple investment will be at very high risk
50.560.12% (-0.06)

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Returns
0.00%
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Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OtherFoFs (Overseas)
Mid-size FundAssets Under Mgmt: ₹ 834 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.502.14
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.144.541.27

About FoFs (Overseas)

FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Russell 1000 Index

Tax Implications

Investment period < 3 years

Gains are added to taxable income and taxed according to the individual's income tax slab

Investment period > 3 years (Investments before 1st April 2023)

Gains are taxed at 20% with indexation benefit

Investment period > 3 years (Investments after 1st April 2023)

With changes introduced in budget 2023, gains are added to taxable income and taxed according to the individual's income tax slab

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
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After indexation
Indexation is used to adjust the purchase price of an investment to reflect the effect of inflation on it
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Fund Manager

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Exp: 13yrs

 | 

#Funds: 93

Exp: 8yrs

 | 

#Funds: 81

Exp: 9yrs

 | 

#Funds: 100

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AMC profile

DSP Investment Managers is an independent Indian AMC started in 1996. The AMC is backed by the DSP group, 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 25 years.

  • No.of Schemes

    55

  • Total AUM

    ₹ 1,49,779.57 Cr.