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Scheme Information
Investment Objective
An open ended Fund of Funds scheme seeking to generate capital appreciation by investing predominantly in units of BlackRock Global Funds - World Gold Fund (BGF-WGF). 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.
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.
DSP Investment Managers Private Limited manages assets worth 109,296 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,157 debt and 26 hybrid funds.
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Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About DSP World Gold Fund (G)
About DSP World Gold Fund (G)
DSP World Gold Fund (G) is a gold precious metals fund and has delivered an annualised return of 4.2% over a period of 14 years .The fund was previously known as DSP BlackRock World Gold Gr.The fund is managed by DSP Investment Managers Private Limited.The fund manager’s name is Jay Kothari.
DSP World Gold Fund (G) Investment Objective
An open ended Fund of Funds scheme seeking to generate capital appreciation by investing predominantly in units of BlackRock Global Funds - World Gold Fund (BGF-WGF). 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. However, there is no assurance that the objective of the scheme will be realized.
DSP World Gold Fund (G) NAV,AUM,Risk
The DSP World Gold Fund (G) fund was launched on Sep 14, 2007. The NAV (Net Asset Value) of this gold precious metals as of 2021-07-28 is ₹ 17.8357. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 855.773. The category risk of the DSP World Gold Fund (G) fund is Very High Risk.
The fund charges 2.66 % as expense ratio.
DSP World Gold Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 94.1% in this asset class. The top three holdings of the fund are bgf world gold i2,treps / reverse repo investments / corporate debt repo and net receivables/payables
DSP World Gold 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 World Gold 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 FTSE Gold Mines TR USD
DSP World Gold Fund (G) Review
DSP World Gold Fund (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, DSP World Gold Fund (G) has a score of 0 out of 5.
Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.
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