DSP US Flexible Equity (Equity, International)

High
6 yrs 5 monthsStarted on:03 Aug 2012
₹ 201.02 Cras on: 12 Dec 2018
Long Term Horizon
2.52%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The objective of this scheme is to achieve capital appreciation by investing predominantly in units of BlackRock Global Funds US Flexible Equity Fund. The scheme may also invest in units of other similar overseas mutual fund schemes.

Exit Load

Holding Period < 12 months: 1%; Holding Period >= 12 months: Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD8.39
1 YR8.15
2 YR11.74
3 YR11.42

SIP Returns

TenureReturns (CAGR)
1 YR2.03
2 YR9.93
3 YR12.39
5 YR11.13

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial96.52

Indicators

LabelValue
Standard Deviation11.36%
Sharpe Ratio0.39

Kedar Karnik,Laukik Bagwe,Jay Kothari

Mr. Karnik is a BE and has done his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies.Mr. Bagwe is a B.Com (H) and PGDBA (Finance)Mr. Kothari is a BMS and MBA from Mumbai University .
Prior to joining DSP Mutual Fund he was associated with Axis Asset Management. He has also worked with HSBC and CRISIL Ltd. and has over 10 years of investment experience. Prior to joining DSPBR he has worked with Derivium Capital and Securities Pvt. Ltd. and with Birla Sun Life Securities Ltd.Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.

Other Funds Managed by Kedar Karnik,Laukik Bagwe,Jay Kothari

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