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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.30 | 7.50 | 10.30 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.56 | 7.58 | 10.09 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY Low Duration Debt Index |
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
DSP Low Duration Fund(M-IDCW Reinv) | 0.57% | 0.54% | 1.68% |
ICICI Pru Savings Fund(M-IDCW Payout) | -0.07% | 0.17% | 0.13% |
HDFC Low Duration Fund(M-IDCW Reinv) | -0.06% | 0.10% | 0.11% |
Kotak Low Duration Fund(IDCW Payout) | 8.13% | 6.75% | 3.23% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
3.25 %
Holdings
2.41 %
Holdings
2.31 %
DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.
No.of Schemes
57
Total AUM
₹ 1,84,552.96 Cr.
Karan Mundhra
AUM: ₹47,546.09 Cr.
|
Exp: 9yrs
Shalini Vasanta
AUM: ₹34,568.48 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%