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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.30 | 7.59 | 11.36 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.51 | 10.02 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Ultra Short Term Debt Index |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
DSP Ultra Short Fund | 7.67% | 6.67% | 7.11% |
Aditya Birla SL Savings Fund | 8.01% | 6.80% | 7.73% |
HDFC Ultra Short Term Fund | 7.73% | 6.64% | 6.55% |
Kotak Savings Fund | 7.65% | 6.63% | 7.42% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Debt
Others
Holdings
5.20 %
Holdings
3.36 %
Holdings
3.29 %
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
₹ 1,82,634.20 Cr.
Shalini Vasanta
AUM: ₹38,076.45 Cr.
|
Exp: —
Karan Mundhra
AUM: ₹47,771.88 Cr.
|
Exp: 9yrs
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%