MyWealthGrowth.com logo
HomeMutual Funds

DSP Global Allocation Fund

DSP Global Allocation Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.70

as on 18 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,944 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 17.536

    as on 18 Oct 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 78 Cr.

    as on 18 Oct 2021
  • 2.11%

    since 31 May 2021
  • 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 ₹ 17.536 as on 18 Oct 2021.

This fund has 7 years of track record. Since 31 May 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 11.06% 19.07% 39.54% 93.69% 38.99% 28.41% 24.34% 15.21% 76.31% 56.73% 39.18% 27.43% 17.30%
Category Average 3.03% 5.57% 11.78% 32.65% 16.85% 12.90% 10.16% 8.82% 26.62% 24.25% 18.30% 12.71% 9.84%
DSP Global Allocation Fund 1.75%₹ 10,175 0.41%₹ 10,040 1.26%₹ 10,126 15.59%₹ 11,559 9.92%₹ 12,634 16.84%₹ 13,657 15.98%₹ 28,108 11.70%₹ 13,944 15.55%₹ 45,341 10.37%₹ 16,385 12.55%₹ 82,218 - -
Franklin India Dynamic Asset Allocation Fund Of Funds 4.15%₹ 10,415 11.21%₹ 11,120 25.87%₹ 12,586 51.84%₹ 15,184 50.01%₹ 15,040 13.36%₹ 12,863 31.97%₹ 32,447 11.50%₹ 13,868 20.03%₹ 48,304 9.76%₹ 15,931 13.13%₹ 83,408 10.53%₹ 27,240 10.99%₹ 2,12,409
Edelweiss Greater China Equity OfF-Shore Fund 4.38%₹ 10,437 -7.27%₹ 9,273 -8.04%₹ 9,195 12.30%₹ 11,230 -4.04%₹ 11,737 31.17%₹ 17,229 20.56%₹ 29,323 28.41%₹ 21,186 26.64%₹ 52,895 - - - -
Franklin India Feeder - Franklin U.s. Opportunities Fund 2.40%₹ 10,240 6.44%₹ 10,643 13.83%₹ 11,382 29.57%₹ 12,956 32.27%₹ 14,003 38.01%₹ 19,080 36.04%₹ 33,584 26.31%₹ 20,165 33.18%₹ 57,733 24.34%₹ 29,738 27.43%₹ 1,18,051 - -
ICICI Prudential Thematic Advantage Fund (FoF) 5.56%₹ 10,555 13.34%₹ 11,334 32.65%₹ 13,265 85.43%₹ 18,543 68.54%₹ 16,088 38.99%₹ 19,371 56.73%₹ 39,616 24.71%₹ 19,417 39.18%₹ 62,422 17.71%₹ 22,608 24.49%₹ 1,10,023 14.54%₹ 38,915 17.30%₹ 2,97,775
Kotak Equity Fof 2.03%₹ 10,202 7.92%₹ 10,791 19.94%₹ 11,994 38.42%₹ 13,841 35.71%₹ 14,206 26.43%₹ 16,015 34.03%₹ 33,024 20.78%₹ 17,637 27.23%₹ 53,329 15.07%₹ 20,186 19.65%₹ 97,873 15.21%₹ 41,256 16.24%₹ 2,81,333

Portfolio Holdings

Portfolio holdings pattern of DSP Global Allocation Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%