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DSP Global Allocation Fund

DSP Global Allocation Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

7.90

as on 08 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,569 today.

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NAV Performance

DSP Global Allocation Fund performance graph for last 3 years
Performance of DSP Global Allocation Fund for last 3 Years

Fund Information

  • ₹ 16.524

    as on 08 Dec 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 109 Cr.

  • 2.11%

  • 21 Aug 2014

  • Others - Fund of Funds

  • Nifty 50

  • DSP Mutual Fund

    Show All Funds

Highlights of this fund

DSP Global Allocation Fund is an Open-ended Others Fund. The fund belongs to Fund of Funds category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 21 Aug 2014. This fund is offered by one of the top AMC (Assets Management Company) DSP Mutual Fund. You can also view here all other Others funds offered by DSP Mutual Fund.

Latest NAV of the fund is ₹ 16.524 as on 08 Dec 2022.

This fund has 8 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.11%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BlackRock Global Funds Global Allocation Fund (BGF - GAF). The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus.

List of Fund Managers of DSP Global Allocation Fund

  • About Kedar Karnik

    Picture of Kedar KarnikKedar joins us from Axis Asset Management and has over 10 years of investment experience. He has done his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies. He joins us from Axis Asset Management and has over 10 years of investment experience. He has previously worked with HSBC Asset Management and CRISIL Ltd.
  • About Laukik Bagwe

    Picture of Laukik BagweLaukik is Fund Manager with the Fixed Income Investment team of DSP Investment managers. He joined the firm in November 2007 as a Fixed Income Dealer. From November 2003 to October 2007, Laukik worked with Derivium Capital & Securities Pvt. Ltd. as the Head of Fixed Income Trading – SLR & NONSLR Broking. From June 2000 to October 2003, he worked with Birla Sunlife Securities Ltd. as a Manager – SLR & NONSLR Broking. He brings with him a total work experience of 11 years in debt broking and is currently the fund manager for the following schemes of DSP Mutual Fund.
  • About Jay Kothari

    Picture of Jay KothariJay Kothari, Vice President & Product Strategist -Jay has been with DSP Investment Managers since May 2005, and has been with the Investment function since January 2011. Jay joined the firm as a member of the Sales team (Banking) in May 2005. Prior to joining DSPIM, Jay worked for Standard Chartered Bank for a year in the Priority Banking division. Jay completed his Bachelor of Management Studies (Finance & International Finance) from Mumbai University, followed by an MBA in Finance from Mumbai University.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 19.15% 25.59% 19.39% 27.45% 35.76% 25.64% 17.50% 15.01% 31.80% 30.15% 32.94% 20.55% 15.63%
Category Average 3.74% 4.04% 5.55% 0.79% 9.47% 9.83% 7.73% 8.45% 7.95% 5.90% 9.92% 8.80% 8.82%
DSP Global Allocation Fund 4.96%₹ 10,496 4.81%₹ 10,480 1.68%₹ 10,168 -6.25%₹ 9,375 4.03%₹ 12,260 1.41%₹ 10,283 -0.39%₹ 23,904 7.90%₹ 12,569 3.61%₹ 38,039 7.56%₹ 14,396 6.56%₹ 70,820 - -
Franklin India Dynamic Asset Allocation Fund Of Funds 1.63%₹ 10,163 2.92%₹ 10,291 10.28%₹ 11,027 8.03%₹ 10,802 12.97%₹ 12,826 22.18%₹ 14,928 15.62%₹ 28,010 11.16%₹ 13,737 18.34%₹ 47,165 8.77%₹ 15,230 12.48%₹ 82,071 9.97%₹ 25,886 10.28%₹ 2,04,566
ICICI Prudential Thematic Advantage Fund (FoF) 2.80%₹ 10,280 4.26%₹ 10,425 12.44%₹ 11,244 6.70%₹ 10,670 14.85%₹ 12,943 25.93%₹ 15,859 15.77%₹ 28,051 25.64%₹ 19,842 25.97%₹ 52,415 14.87%₹ 20,019 20.55%₹ 1,00,035 13.55%₹ 35,669 15.63%₹ 2,72,161
DSP World Mining Fund 14.43%₹ 11,443 25.59%₹ 12,558 -1.38%₹ 9,862 18.47%₹ 11,846 24.67%₹ 13,546 17.94%₹ 13,910 15.91%₹ 28,087 25.51%₹ 19,810 22.90%₹ 50,259 17.50%₹ 22,405 20.36%₹ 99,574 5.35%₹ 16,842 13.36%₹ 2,41,018
Kotak Equity Fof 4.11%₹ 10,410 6.55%₹ 10,654 16.57%₹ 11,656 12.53%₹ 11,252 23.19%₹ 13,457 19.32%₹ 14,237 17.84%₹ 28,602 21.07%₹ 17,776 21.50%₹ 49,293 15.19%₹ 20,291 18.79%₹ 95,845 14.75%₹ 39,631 15.40%₹ 2,68,848
ICICI Prudential Bharat 22 - Fof 1.79%₹ 10,178 6.61%₹ 10,661 19.39%₹ 11,938 27.45%₹ 12,744 31.80%₹ 13,976 35.76%₹ 18,429 30.15%₹ 31,938 19.49%₹ 17,069 32.94%₹ 57,546 - - - -

Portfolio Holdings

Portfolio holdings pattern of DSP Global Allocation Fund as on 10 Dec 2022 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%