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  • Mutual Funds
  • DSP Investment Managers Private Limited
  • DSP Global Allocation Fund (Growth)

Formerly DSP BlackRock Global Alloc Reg Gr

DSP Global Allocation Fund (Growth)

DSP Global Allocation Fund (Growth)

International EquityInternational - Others

17.2763

NAV (May 10)

Scripbox Opinion

Neutral

Click here for top ranked funds in international - others mutual funds.

However, Scripbox does not recommend investing in international - others mutual funds.

These funds invest in specific overseas markets providing an investor with exposure to geographies like Europe, China & Japan.

This category has few funds and relatively small amounts invested in them.

Investing in these funds will require investors to have a unique insight into the economic & market prospects of specific countries and geographies.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

57 Cr. Negligible within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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Scheme Information

Investment Objective

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BlackRock Global Funds Global Allocation Fund (BGF - GAF). The Scheme may,at the discretion of the Investment Manager,also invest in the units of other similar overseas mutual fund schemes,which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/ or money market/liquid schemes of DSP Mutual Fund,in order to meet liquidity requirements from time to time. However,there is no ssurance that the investment objective of the Scheme will be realized. It shall be noted 'similar overseas mutual fund schemes' shall have investment objective,investment strategy and risk profile/ consideration similar to those of BGF – GAF.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

2.18 %

Expense Ratio

Aug 21, 2014

Launched (7y ago)

₹ 57

AUM in Crores

INF740K01Z27

ISIN

No Lock-in

Lock-in

S&P 500 Composite TR USD

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Jay Kothari

Fund Manager

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Kedar Karnik

Fund Manager

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Laukik Bagwe

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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    Expert Investing Only, Retirement , Kids Education
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    One click investing tracking
comparison

Comparison with International Equity Funds

Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

International - Others

17 Years

Age

5

Track Record

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About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 103,195 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,156 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66578000
  • mail-amc-about
    service@dspblackrock.com
  • DSP US Flexible Equity Fund (G)

    DSP US Flexible Equity Fund (G)

    US Equity

    Recommended

    Top Ranked

    ₹ 413 Cr

    Fund Size

    20.4%

    3Y returns

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    US Equity

    Top Ranked

    ₹ 413 Cr

    Fund Size

    19%

    3Y returns

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl opt (RIDCW-A)

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl opt (RIDCW-A)

    US Equity

    Top Ranked

    ₹ 413 Cr

    Fund Size

    19%

    3Y returns

    DSP Tax Saver Fund (G)

    DSP Tax Saver Fund (G)

    Tax Saving

    Top Ranked

    ₹ 8,176 Cr

    Fund Size

    14%

    3Y returns

    DSP Top 100 Equity Fund (G)

    DSP Top 100 Equity Fund (G)

    Large Cap

    Top Ranked

    ₹ 2,624 Cr

    Fund Size

    8.4%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    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

    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

    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 Global Allocation Fund (G)

    About DSP Global Allocation Fund (G)

    DSP Global Allocation Fund (G) is a international - others international equity fund and has delivered an annualised return of 8.5% over a period of 7 years .The fund was previously known as DSP BlackRock Global Alloc Reg Gr.The fund is managed by DSP Investment Managers Private Limited.The fund managers are Jay Kothari, Kedar Karnik, Laukik Bagwe

    DSP Global Allocation Fund (G) Investment Objective

    The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BlackRock Global Funds Global Allocation Fund (BGF - GAF). The Scheme may,at the discretion of the Investment Manager,also invest in the units of other similar overseas mutual fund schemes,which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/ or money market/liquid schemes of DSP Mutual Fund,in order to meet liquidity requirements from time to time. However,there is no ssurance that the investment objective of the Scheme will be realized. It shall be noted 'similar overseas mutual fund schemes' shall have investment objective,investment strategy and risk profile/ consideration similar to those of BGF – GAF. However, there is no assurance that the objective of the scheme will be realized.

    DSP Global Allocation Fund (G) NAV,AUM,Risk

    The DSP Global Allocation Fund (G) fund was launched on Aug 21, 2014. The NAV (Net Asset Value) of this international - others international equity as of 2021-05-10 is ₹ 17.2763. The total AUM (Asset Under Management) of the fund as of 2021-05-11 is ₹ 56.007. The category risk of the DSP Global Allocation Fund (G) fund is Very High Risk. The fund charges 2.18 % as expense ratio.

    DSP Global Allocation Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 61.7% in this asset class. The top three holdings of the fund are bgf global allocation i2,treps / reverse repo investments / corporate debt repo and net receivables/payables

    DSP Global Allocation Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 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 Global Allocation Fund (G) 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 S&P 500 Composite TR USD

    DSP Global Allocation Fund (G) Review

    DSP Global Allocation Fund (G) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, DSP Global Allocation Fund (G) has a score of 1 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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