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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Dynamic Asset Allocation or Balanced Advantage
Fund House : DSP Mutual Fund

Scheme Objective

To seek capital appreciation by managing the asset allocation between equity and fixed income securities. The Scheme will dynamically manage the asset allocation between equity and fixed income. Equity allocation will be decided based on a combination of valuation and momentum while fixed income and arbitrage will be resultant allocation. 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 fixed income securities and by using arbitrage and other derivative strategies.

Scheme Details

  • Fund manager(s)Saurabh Bhatia , Abhishek Ghosh , Atul Bhole
  • Launch date – 06-Feb-2014
  • Expense ratio – 2.05% as declared on 31-May-2021 (category average is 2.1%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹500
  • Min investment amount (one time- first time) - ₹500
  • Min investment amount (addtional purchase) - ₹500
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 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 15%. Any cess/surcharge is not included in the 15%.

Contact Details

DSP Investment Managers Limited
Mafatlal Centre, 10th Floor, Nariman Point Mumbai 400021
Tel no.: 022-66578000
Fax no.: 022-66578181
Website.: www.dspim.com

Forum

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