DSP Dynamic Asset Allocation Fund - Regular Plan - IDCW - Monthly

DSP Dynamic Asset Allocation Fund - Regular Plan - IDCW - Monthly is a scheme launched by DSP Mutual Fund on February 06, 2014, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 3,503 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.93% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to seek capital appreciation by dynamically managing the asset allocation between equity and debt securities. The Scheme intends to generate long-term capital appreciation by investing in equity and equity related instruments and seeks to generate income through investments in debt securities, arbitrage and other derivative strategies.

• Performance:

  DSP Dynamic Asset Allocation Fund - Regular Plan - IDCW - Monthly trailing returns over different times are 0.23% (1 year), 5.72% (3 year) and 5.47% (5 year). The average annual return of this fund stands at 2.49%.