DSP Dynamic Asset Allocation Fund - Direct Plan - Growth

Scheme Objective

The investment objective of the Scheme is to seek capital appreciation by dynamically managing the asset allocation between equity and debt securities. The Scheme intends to generate long-term capital appreciation by investing in equity and equity related instruments and seeks to generate income through investments in debt securities, arbitrage and other derivative strategies.

Scheme Details

• Fund manager(s) – Shantanu Godambe , Rohit Singhania , Preethi R S , Kaivalya Nadkarni
• Launch date – 06-Feb-2014
• Expense ratio – 0.65% as declared on 31-Oct-2025 (category average is 0.7%)
• Benchmark - CRISIL Hybrid 50+50 - Moderate Index

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

DSP Dynamic Asset Allocation Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details