The primary investment objective of the Schemes is to generate returns and seek capital appreciation by investing in a portfolio of debt and money market securities. The schemes also seek to invest a portion of the portfolio in equity & equity related securities to achieve capital appreciation. As far as investments in debt and money market securities are concerned,the Schemes will invest only in securities which mature on or before the date of maturity of the Schemes. There is no assurance that investment objective of the Schemes will be realized.
Low
Moderately Low
Moderate
Moderately High
High
Moderate Risk
0.0%
Expense Ratio
11th Nov, 2016
Launched (3y ago)
₹
51
AUM in Crores
INF740KA1991
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 85+15 - ConservativeTR INR
Benchmark
₹
0
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Laukik Bagwe
Fund Manager
M. Suryanarayanan
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments
are subject to market risk, read all scheme related documents carefully before investing. Past performance is
not an indicator of future returns.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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About DSP Dual Advantage Fund Series 49 42 Month (Growth)
About DSP Dual Advantage Fund Series 49 42 Month (Growth)
DSP Dual Advantage Fund Series 49 42 Month (Growth) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 4.77% over a period of 3 years.
The fund was previously known as DSP Blackrock Dual Adv S49 42 Mn Reg Gr.
The fund is managed by DSP Investment Managers Private Limited.
The fund managers are Laukik Bagwe, M. Suryanarayanan.
DSP Dual Advantage Fund Series 49 42 Month (Growth) Investment Objective
The primary investment objective of the Schemes is to generate returns and seek capital appreciation by investing in a portfolio of debt and money market securities. The schemes also seek to invest a portion of the portfolio in equity & equity related securities to achieve capital appreciation. As far as investments in debt and money market securities are concerned,the Schemes will invest only in securities which mature on or before the date of maturity of the Schemes. There is no assurance that investment objective of the Schemes will be realized.
However, there is no assurance that the objective of the scheme will be realized.
DSP Dual Advantage Fund Series 49 42 Month (Growth) NAV, AUM and Risk
The fund was launched on 2016-11-11. The NAV of the fund as of 2020-05-14 is ₹ 11.77. The total AUM of the fund as of 2020-05-14 is ₹ 51 Cr. The category risk of the fund is Moderate Risk
The fund charges 0.0 % as expense ratio.
DSP Dual Advantage Fund Series 49 42 Month (Growth) Holdings
The fund’s highest allocation is towards others and has invested 84.17% in this asset class.
DSP Dual Advantage Fund Series 49 42 Month (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
DSP Dual Advantage Fund Series 49 42 Month (Growth) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR.
