DSP Global Allocation Fund Regular Growth - Latest NAV ₹15.1211, Returns, Performance & Portfolio

DSP Global Allocation Fund Regular Growth

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 5.68 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years7.65%
3 Years9.52%
1 Year18.06%
6 Months14.06%
Fund Details
RiskHigh Risk
Fund TypeGlobal - Other
Exit Load--

More about this fundstar

Top HoldingsWeightage
BGF Global Allocation I2 USD96.07%

About DSP Global Allocation Fund

DSP Global Allocation Fund is a fund of fund scheme investing in BlackRock Global Funds – Global Allocation Fund (BGF - GAF). The BGF–GAF may invest in equity, debt, and short-term securities of issuers around the world. The scheme may also invest in other similar overseas mutual funds, while some portion (5%) may be invested in fixed income securities. The scheme aims to provide long-term capital appreciation.

Pros & Cons of DSP Global Allocation Fund

DSP Global Allocation Fund offers the following benefits:

  • The fund enables investors to generate returns by leveraging global growth.
  • It also ensures that the investors can diversify their funds across geographies.
  • However, the fund returns have been consistently lower than average category returns over a long-term.

Fund Information and Statistics of DSP Global Allocation Fund

Inception / Launch date

DSP Global Allocation Fund was launched on August 21, 2014, by DSP Mutual Fund.

Risk level

Investment in the DSP Global Allocation Fund is at a high-risk and suitable only for investors with above-average risk appetite.


Redemption of the units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 5 business days from the date of acceptance of redemption request.

Fund Manager

The fund is managed jointly managed by Mr Jay Kothari and Mr Laukik Bagwe since the inception of the fund. Mr Kedar Karnik joined the responsibilities since July 2016. They come with a cumulative experience of 44 years between the three of them.

Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed after one year from the date of allotment. However, 1% exit load is charged if redeemed before one year.

Tax benefits of investing in DSP Global Allocation Fund

  • A Short-term capital gain tax is applicable as per the income tax slab if sold before 36 months.
  • If the investments are redeemed after 36 months, a long-term capital gain tax of 20% with indexation is levied.

About DSP Mutual Fund

DSP Mutual Fund aims to balance between risk and opportunities to ensure maximum benefits for the investors. It follows a disciplined investment process and sophisticated analytical tools to consistently deliver value for the investors. The fund house takes measured risks to optimise investment opportunities.

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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 5.68 Lakhs in a period of 20 years
High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns