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DSP Dynamic Asset Allocation Fund Direct IDCW Monthly

Hybrid

Dynamic Asset Allocation

Moderately High

27-Oct-2023
₹ 13.84

Fund Overview

Fund Size (Rs.)
3271 Cr

Benchmark Index
----

Scheme Type
Dividend

ISIN
INF740K01L07

Expense Ratio
0.74%

Minimum SIP (Rs.)
100

Launch Date
06-Feb-2014

Fund House
DSP Mutual Fund

Exit Load
Exit load of 1% if units in excess of 10% are redeemed within 12 months

Investment Returns (CAGR)

1 yr. 9.03

3 yr. 8.24

5 yr. 8.55

Since Inception. 7.6%

Investment Returns Calculator

Monthly investment
10000
Time period
3yr
Expected Annual Return
10%
Your results
Total Value of your Investment:
Invested Amount
Est. Returns
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Check your eligible loan amount against your mutual funds.

Total Value of your mutual fund
You are eligible for
50,000
Minimum portfolio value: ₹50,000
Interest Rate: 10%
Choose tenure
installment options
Balloon
help

Balloon Payment

(Interest only)

Pay monthly installments towards interest only. Settle the principal at the end of tenure.

416
per month
EMI
4395
per month

Loan facility is provided by our NBFC partner

What is a
loan against
mutual funds?

With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.
You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.
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Check out related funds:

About DSP Dynamic Asset Allocation Fund Direct IDCW Monthly

The Scheme seeks to generate income and capital appreciation by primarily investing in a portfolio of high quality debt and money market securities that are issued by banks and public sector entities/undertakings. ;

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