The primary investment objective of the Scheme is to seek to generate returns and capital appreciation by investing in a portfolio of Debt and Money Market Securities. The Scheme will invest only in such securities which mature on or before the date of maturity of the Scheme.There is no assurance that the investment objective of the Scheme will be realized.
Low
Moderately Low
Moderate
Moderately High
High
Moderate Risk
0.0%
Expense Ratio
5th Jan, 2018
Launched (2y ago)
₹
152
AUM in Crores
INF740KA1DC7
ISIN
No Lock-in
Lock-in
CRISIL Composite Bond Fund TR INR
Benchmark
₹
0
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Laukik Bagwe
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 Fixed Maturity Plan Series 217 40 Month (Growth)
About DSP Fixed Maturity Plan Series 217 40 Month (Growth)
DSP Fixed Maturity Plan Series 217 40 Month (Growth) is a Fixed Maturity Plan Debt fund and has delivered an annualised return of 7.8% over a period of 2 years.
The fund was previously known as DSP BlackRock FMP Sr 217 40 Mn Reg Gr.
The fund is managed by DSP Investment Managers Private Limited.
The fund manager’s name is Laukik Bagwe.
DSP Fixed Maturity Plan Series 217 40 Month (Growth) Investment Objective
The primary investment objective of the Scheme is to seek to generate returns and capital appreciation by investing in a portfolio of Debt and Money Market Securities. The Scheme will invest only in such securities which mature on or before the date of maturity of the Scheme.There is no assurance that the investment objective of the Scheme will be realized.
However, there is no assurance that the objective of the scheme will be realized.
DSP Fixed Maturity Plan Series 217 40 Month (Growth) NAV, AUM and Risk
The fund was launched on 2018-01-05. The NAV of the fund as of 2020-10-22 is ₹ 12.34. The total AUM of the fund as of 2020-10-22 is ₹ 152 Cr. The category risk of the fund is Moderate Risk
The fund charges 0.0 % as expense ratio.
DSP Fixed Maturity Plan Series 217 40 Month (Growth) Holdings
The fund’s highest allocation is towards debt and has invested 75.88% in this asset class.
The top three holdings of the fund are indian railway finance corporation limited, rural electrification corporation limited and bajaj finance limited.
DSP Fixed Maturity Plan Series 217 40 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 Fixed Maturity Plan Series 217 40 Month (Growth) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Composite Bond Fund TR INR.
