DSP US Flexible Equity Fund Growth

1
16.81%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

DSP US Flexible Equity Fund Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.47%
NAV29.01 (06 Jul 2020)
Fund Started03 Aug 2012
Fund Size171 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DSP US Flexible Equity Fund Growth
16.8%
13.5%
11.5%
14.4%
Category Average
16.3%
9.3%
6.1%
-
Rank within category
10
7
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 16.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Black Rock Global Funds - US Flexible Equity FundFinancialForgn.MF- Equity97.3%

    Fund Managers

    addKedar Karnik
    Education
    Mr. Karnik is a BE and has done his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies.
    Experience
    Prior to joining DSP Mutual Fund he was associated with Axis Asset Management. He has also worked with HSBC and CRISIL Ltd..
    Funds Managed
    addLaukik Bagwe
    Education
    Mr. Bagwe is a B.Com (H) and PGDBA (Finance)
    Experience
    Prior to joining DSPBR he has worked with Derivium Capital and Securities Pvt. Ltd. and with Birla Sun Life Securities Ltd.
    Funds Managed
    addJay Kothari
    Education
    Mr. Kothari is a BMS and MBA from Mumbai University .
    Experience
    Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
    Funds Managed

    DSP US Flexible Equity Fund Growth Details

    DSP US Flexible Equity Fund Growth is a Others Mutual Fund Scheme launched by DSP BlackRock Mutual Fund. This scheme was made available to investors on 03 Aug 2012. Kedar Karnik, Laukik Bagwe, Jay Kothari is the Current Fund Manager of DSP US Flexible Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹171 Cr and the Latest NAV as of 06 Jul 2020 is ₹29.01.

    The DSP US Flexible Equity Fund Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

    Investment Objective

    The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BlackRock Global Funds US Flexible Equity Fund (BGF - USFEF). The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/ or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About DSP BlackRock Mutual Fund

    Address
    Mafatlal Centre, 10th Floor, Nariman Point Mumbai 400021
    Phone
    022 66578000
    Launch Date
    16 Dec 1996
    DSP Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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