DSP US Flexible Equity Fund Growth - Latest NAV, Returns, Performance & Portfolio

DSP US Flexible Equity Fund Growth

  • highlight
    10.25%
  • highlight
    (--0.02)25.6186

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Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 7.91 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years10.25%
3 Years13.55%
1 Year-4.43%
6 Months7.2%
Fund Details
ISININF740K01LP6
RiskHigh Risk
Fund TypeGlobal - Other
NAV25.6186
Exit Load--

More about this fundstar

Top HoldingsWeightage
BGF US Flexible Equity I2 USD96.45%

About DSP US Flexible Equity Fund

DSP US Flexible Equity Fund is an open-ended fund of fund schemes investing in units of overseas funds that invest in equity and equity-related securities of companies based in the US or with predominant economic activity in the US. The scheme predominantly invests in units of BlackRock Global Funds US Flexible Equity Fund (BGF - USFEF), but may also invest in other similar mutual funds. Up to 5% of capital could be invested in debt and money market instruments.

Pros & Cons of DSP US Flexible Equity Fund

DSP US Flexible Equity Fund offers the following benefits:

  • The fund is ideal for investors seeking investment opportunities in the US and benefit from the economic turnaround.
  • The investment provides long-term capital growth while enabling diversification across geographies.
  • The long-term fund returns are better than the average category returns.

Fund Information and Statistics of DSP US Flexible Equity Fund

Inception / Launch date

DSP US Flexible Equity Fund was launched on August 03, 2012, by DSP Mutual Fund.

Risk level

Investments in this fund is at high-risk and suitable only for investors with above-average risk appetite.

Redemption

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 Laukik Bagwe since August 2012, Mr Jay Kothari since March 2013, and Mr Kedar Karnik since July 2016.

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 US Flexible Equity 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 Funds

DSP Mutual Fund is a well-known name in the financial and capital market space due to it being a part of DSP Group. The fund house uses risk-management controls and processes developed over the years for a disciplined and well-researched approach towards investing. A team of experienced professionals uses sophisticated analytical tools to consistently deliver value to investor portfolios.

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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. 7.91 Lakhs in a period of 20 years
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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