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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.51 | — | 0.72 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.11 | 3.68 | 1.37 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
MSCI ACWI Metals & Mining 30% Buffer 10/40 (1994) Net TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
DSP World Mining FoF(IDCW) | 17.26% | 6.11% | 4.43% |
Franklin India Feeder - Franklin U.S. Opportunities Fund(IDCW) | 43.66% | 7.23% | 18.13% |
SBI International Access-US Equity FoF(IDCW-Payout) | 41.90% | 13.16% | 16.90% |
Axis Global Equity Alpha FoF(IDCW) | 30.45% | 10.50% | 15.82% |
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
Others
Holdings
99.14 %
Holdings
1.57 %
Holdings
-0.71 %
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
₹ 1,83,138.36 Cr.
Jay Kothari
AUM: ₹3,246.99 Cr.
|
Exp: 9yrs
BMS, MBA(Finance)
Mr. Jay Kothari has been with DSP BlackRock Investment Managers since May 2005, and has been with the Investment function since January 2011. Jay joined the firm as a member of the Sales team (Banking) in May 2005. Prior to joining DSPBRIM, Jay worked for Standard Chartered Bank for a year in the Priority Banking division.
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 before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
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 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%