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  • DSP Investment Managers Private Limited
  • DSP US Flexible Equity Fund (Growth)

Formerly DSP BlackRock US Flexible Equity Reg Gr

DSP US Flexible Equity Fund (Growth)

DSP US Flexible Equity Fund (Growth)

International EquityUS Equity

Recommended

Top Ranked

35.0226

NAV (Jan 15)

Scripbox Opinion

Recommended

This fund is recommended for investment within us equity mutual funds.

Us equity funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.

Our analysis of this fundLearn how we rate funds ->

Track Record

9 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

308 Cr. Medium within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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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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    Expert Investing Only, Retirement , Kids Education

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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 US Flexible Equity Fund (BGF - USFEF). 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 assurance 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 – USFEF.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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High Risk

2.41 %

Expense Ratio

Aug 03, 2012

Launched (9y ago)

₹ 308

AUM in Crores

INF740K01LP6

ISIN

No Lock-in

Lock-in

Russell 1000 TR USD

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

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
    Inflation beating returns
  • Expert Investing Only, Retirement , Kids Education
    Expert Investing Only, Retirement , Kids Education
  • One click investing  tracking
    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 (DR-A)

Principal Global Opportunities Fund (DR-A)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund (DP-A)

Principal Global Opportunities Fund (DP-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 95,611 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 51 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

    ₹ 307 Cr

    Fund Size

    15.3%

    3Y returns

    DSP US Flexible Equity Fund (DP-A)

    DSP US Flexible Equity Fund (DP-A)

    US Equity

    Top Ranked

    ₹ 307 Cr

    Fund Size

    13.1%

    3Y returns

    DSP US Flexible Equity Fund (DR-A)

    DSP US Flexible Equity Fund (DR-A)

    US Equity

    Top Ranked

    ₹ 307 Cr

    Fund Size

    13.1%

    3Y returns

    DSP Savings Fund Unclaimed Dividend Beyond 3 years (G)

    DSP Savings Fund Unclaimed Dividend Beyond 3 years (G)

    Money Market

    Top Ranked

    ₹ 1,931 Cr

    Fund Size

    N/A

    3Y returns

    DSP Savings Fund (G)

    DSP Savings Fund (G)

    Money Market

    Top Ranked

    ₹ 1,931 Cr

    Fund Size

    6.9%

    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 US Flexible Equity Fund (G)

    About DSP US Flexible Equity Fund (G)

    DSP US Flexible Equity Fund (G) is a us equity international equity fund and has delivered an annualised return of 16.0% over a period of 9 years .The fund was previously known as DSP BlackRock US Flexible Equity Reg Gr.The fund is managed by DSP Investment Managers Private Limited.The fund managers are Jay Kothari, Kedar Karnik, Laukik Bagwe

    DSP US Flexible Equity 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 US Flexible Equity Fund (BGF - USFEF). 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 assurance 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 – USFEF. However, there is no assurance that the objective of the scheme will be realized. Currently, the fund is recommended by Scripbox.

    DSP US Flexible Equity Fund (G) NAV,AUM,Risk

    The DSP US Flexible Equity Fund (G) fund was launched on Aug 03, 2012. The NAV (Net Asset Value) of this us equity international equity as of 2021-01-15 is ₹ 35.0226. The total AUM (Asset Under Management) of the fund as of 2021-01-18 is ₹ 307.250. The category risk of the DSP US Flexible Equity Fund (G) fund is High Risk. The fund charges 2.41 % as expense ratio.

    DSP US Flexible Equity Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 94.4% in this asset class. The top three holdings of the fund are bgf us flexible equity i2 usd,treps / reverse repo investments / corporate debt repo and net receivables/payables

    DSP US Flexible Equity 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 US Flexible Equity 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 Russell 1000 TR USD

    DSP US Flexible Equity Fund (G) Review

    DSP US Flexible Equity Fund (G) has a score of 5 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, DSP US Flexible Equity Fund (G) has a score of 3 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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