DSP World Gold (Equity, International)

High
11 yrs 6 monthsStarted on:14 Sep 2007
₹ 231.24 Cras on: 21 Feb 2019
Long Term Horizon
2.70%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund would predominantly invest in units of BlackRock Funds- World Gold Fund. In addition to this, a significant part of its corpus would be invested 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)
YTD13.19
1 Month12.07
3 Month17.41
1 YR9.11
3 YR5.52

SIP Returns

TenureReturns (CAGR)
1 YR24.31
2 YR5.77
3 YR0.89
5 YR3.75

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial98.71

Indicators

LabelValue
Standard Deviation31.98%
Sharpe Ratio0.31

Jay Kothari

Mr. Kothari is a BMS and MBA from Mumbai University .
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 Jay Kothari