DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund - Regular - Growth

DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund - Regular - Growth is a scheme launched by DSP Mutual Fund on February 14, 2023, and falls under the Low Duration fund category. It currently manages an AUM of Rs 88.67 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 0.32% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to track the Nifty SDL Plus G-Sec Sep 2027 50:50 Index by investing in Government Securities (G-Sec) and SDLs, maturing on or before September, 2027 and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index, subject to tracking error.

• Performance:

  DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund - Regular - Growth trailing returns over different times are 7.45% (1 year), 7.83% (3 year) and 0% (5 year). The average annual return of this fund stands at 0.87%.