Formerly DSP BlackRock US Flexible Equity Reg Gr
₹ 35.0226
NAV (Jan 15)
Recommended
Us equity funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.
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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Scheme Information
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
Moderately Low
Moderate
Moderately High
High
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.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with International Equity Funds
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International - Others
17 Years
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Age
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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.
US Equity
Recommended
Top Ranked
₹ 307 Cr
Fund Size
15.3%
3Y returns
US Equity
Top Ranked
₹ 307 Cr
Fund Size
13.1%
3Y returns
US Equity
Top Ranked
₹ 307 Cr
Fund Size
13.1%
3Y returns
Money Market
Top Ranked
₹ 1,931 Cr
Fund Size
N/A
3Y returns
Money Market
Top Ranked
₹ 1,931 Cr
Fund Size
6.9%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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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
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.
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.
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
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.
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) 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.