Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
DSP US Flexible Equity Fund - Direct Plan
|
Very High
|
Please wait... |
1.51 |
|||
Very High
|
Please wait... |
0.24 |
||||
Very High
|
Please wait... |
0.58 |
||||
Very High
|
Please wait... |
0.30 |
||||
Very High
|
Please wait... |
1.28 |
₹904 Cr
--
100
500
100
6
Investment Strategy
The objective of this scheme is to achieve capital appreciation by investing predominantly in units of BlackRock Global Funds US Flexible Equity Fund. The scheme may also invest in units of other similar overseas mutual fund schemes.
Suitability
"This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
DSP US Flexible Equity Fund - Direct Plan invests mainly in the shares of foreign companies listed outside India. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly.
Mutual funds can be bought directly from the website of the fund house. For instance, DSP US Flexible Equity Fund - Direct Plan fund can be purchased from the website of DSP Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of DSP US Flexible Equity Fund - Direct Plan is ₹56.8500 as of 14-Aug-2024.
The AUM of DSP US Flexible Equity Fund - Direct Plan Fund is ₹904 Cr as of 31-Jul-2024
The riskometer level of DSP US Flexible Equity Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
Black Rock Global Funds - US Flexible Fund Forgn.MF- |
98.71
|
As of 31-Jul-2024, DSP US Flexible Equity Fund - Direct Plan had invested 98.71% in Equity and 1.29% in Cash & Cash Eq. See More
DSP US Flexible Equity Fund - Direct Plan is 11 years 7 months old. It has delivered 15.53% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
14.77%
|
9.58%
|
16.89%
|
15.71%
|
13.88%
|
15.53%
|
No, There is no lock in period in DSP US Flexible Equity Fund - Direct Plan.
The expense ratio of DSP US Flexible Equity Fund - Direct Plan is 1.51.