3 Year return

11.65%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

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Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹882.01 Cr.

Expense Ratio

1.51% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

DSP Mutual Fund Managers

JK

Jay Kothari

Fund Manager since Apr 2022

View Details

Fund House Details

DSP Mutual Fund

DSP Mutual Fund Asset management company

AUM ₹148,081.58 Cr.
No. of Schemes 183
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by DSP Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Debt . Gilt Fund with 10 year Constant duration

DSP 10Y G-Sec Fund Direct Plan Growth

3.91%
scheme logo

Debt . Gilt Fund with 10 year Constant duration

DSP 10Y G-Sec Fund Direct Plan IDCW Monthly Payout

3.9%
scheme logo

Debt . Gilt Fund with 10 year Constant duration

DSP 10Y G-Sec Fund Direct Plan IDCW Monthly Reinvestment

3.9%
scheme logo

Debt . Gilt Fund with 10 year Constant duration

DSP 10Y G-Sec Fund Direct Plan IDCW Quarterly Payout

3.89%
scheme logo

Debt . Gilt Fund with 10 year Constant duration

DSP 10Y G-Sec Fund Direct Plan IDCW Payout

3.69%

About DSP US Flexible Equity Fund Direct Plan Growth

The DSP US Flexible Equity Fund Direct Plan Growth stands as a Mutual Fund Scheme launched by DSP Mutual Fund. Geared towards investors seeking exposure beyond borders, this scheme capitalises on the extensive expertise of DSP Mutual Fund. By investing in BGF - US Flexible Equity Fund, it gains access to a well-curated selection of major US companies, including globally renowned tech giants. The fund adopts a prudent approach, seeking out opportunities that combine favourable valuations with qualities such as durability, profitability, and strong free cash flow generation.

Investment Objective of the Scheme

At its core, the DSP US Flexible Equity Fund Direct Plan Growth strives for capital appreciation, chiefly achieved through investments in units of the BlackRock Global Funds US Flexible Equity Fund (BGF - USFEF). In a strategic move, the fund retains the flexibility to consider investments in units of analogous overseas mutual fund schemes, a decision influenced by the discretion of the Investment Manager. Furthermore, a portion of the fund’s assets may be allocated to money market securities and/or liquid schemes from DSP BlackRock Mutual Fund, enhancing liquidity as per the scheme’s requirements.

Key Features of The Fund

5-year return 18.01%
Expense Ratio 1.51%
Fund Manager Jay Kothari
Fund Size ₹882.01 Cr
Risk Profile Very High

Is This Scheme Right for Me?

DSP US Flexible Equity Fund Direct Plan Growth is suitable for experienced Indian investors with a well-established core portfolio, who are exploring opportunities for international diversification. However, potential investors should exhibit the patience and mental resilience needed to maintain their investments over an extended period, possibly a decade or more. It's important to note that this investment isn't geared towards constantly chasing the highest returns but rather appreciating the potential benefits of international diversification within a long-term perspective.

AMC Contact Details

Name DSP Mutual Fund
Launch Date May 1996
Addresss NATRAJ, Office No. 302, 3rd Floor, Plot No - 194, MV Road Junction, Western Express Highway, Andheri (East) Mumbai
Contact 7738000030
Email service@dspim.com
Website https://www.dspim.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of DSP US Flexible Equity Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of DSP US Flexible Equity Fund Jun 18 2024 is 58.6778

What is the AUM of DSP US Flexible Equity Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of DSP US Flexible Equity Fund is 882.01 crore.

What is the expense ratio of DSP US Flexible Equity Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of DSP US Flexible Equity Fund is 1.51%

What are the returns of DSP US Flexible Equity Fund since inception?

The DSP US Flexible Equity Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.11 since inception.

What is the minimum SIP amount to invest in DSP US Flexible Equity Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for DSP US Flexible Equity Fund is 100.

How do I invest in DSP US Flexible Equity Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in DSP US Flexible Equity Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in DSP US Flexible Equity Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in DSP US Flexible Equity Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.