NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹26.52
-0.20%
NAV as on 05 Oct 24, 12:00 AM
moderate risk
dynamic asset allocation
equity
NAV as on 05 Oct 24, 12:00 AM
moderate risk
dynamic asset allocation
equity
21.36%p.a.
Last 1Y
10.17%p.a.
Last 3Y
11.12%p.a.
Last 5Y
9.68%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the DSP Dynamic Asset Allocation Fund Growth scheme from DSP Asset Managers Private Limited. It is a Dynamic Asset Allocation mutual fund scheme that predominantly invests in Dynamic Asset Allocation stocks of companies. Launched on Feb 2014, DSP Dynamic Asset Allocation Fund Growth is Dynamic Asset Allocation fund of its category with 3,237.18 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Asset Allocation funds.
The investment objective of the Scheme is to seek capital appreciation by managing the asset allocation between equity and fixed income securities. The Scheme will dynamically manage the asset allocation between equity and fixed income based on the relative valuation of equity and debt markets. 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 fixed income securities and by using arbitrage and other derivative strategies. However, there can be no assurance that the investment objective of the scheme will be realized.
HDFC Bank Ltd
7.88%
Hdfc Bank Limited Sep24**
5.67%
Adani Enterprises Limited Sep24**
4.27%
Adani Enterprises Ltd
4.24%
7.32% Govt Stock 2030
3.39%
7.38% Govt Stock 2027
3.18%
State Bank of India
3.11%
Bandhan Bank Ltd
2.53%
Bandhan Bank Limited Sep24**
2.52%
Tata Power Company Limited Sep24**
2.43%
View Scheme Document
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
---|---|---|
Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
moderate risk | hybrid (nc)
0.0%