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DSP BlackRock Income Opportunities Fund - Direct Plan - Growth

Category: Credit Opportunities Fund
Launch Date: 01-01-2013
Asset Class: Fixed Interest
Benchmark: Crisil Short-term Bond Fund Index
Expense Ratio: 1.2% As on (31-07-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 7,220.42 Cr As on (31-07-2017)
Turn over: -
NAV as on

(%)

CAGR Since Inception

%

Crisil Short-term Bond Fund Index 7.34%

PERFORMANCE of DSP BlackRock Income Opportunities Fund - Direct Plan - Growth

Scheme Performance (%)

Data as on - 16-02-2018

Yearly Performance (%)

Fund Managers

Mr. Pankaj Sharma, Mr. Laukik Bagwe

Mr. Sharma holds a Bachelor of Engineering degree in Computer Engineering and obtained his Post Graduate Diploma in Management (PGDM) from XLRI, Jamshedpur in 1993. Mr. Sharma has more than 15 years of experience in the Banking and Finance sectors. Between June 2002 and May 2003, he was Head of Pre-Sales and Product Evangelist (Treasury Product) at Infosys Technologies. Prior to that, from April 1993 to April 2002, he served as Vice President (Risk Management) at Citibank, with assignments covering India, Singapore and the United States and joined DSP BlackRock Investment Managers Pvt. Ltd. (previously called DSP Merrill Lynch Fund Managers) in June 2003 and is currently the head of Fixed Income.

Investment Objective

The scheme seeks to generate returns commensurate with risk from a portfolio constituted of money market securities and debt securities.

RETURNS CALCULATOR for DSP BlackRock Income Opportunities Fund - Direct Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of DSP BlackRock Income Opportunities Fund - Direct Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP BlackRock Income Opportunities Fund - Direct Plan - Growth 1.39 5.04 -1.41 1.17 8.67 3.03
Credit Opportunities Fund

PEER COMPARISION of DSP BlackRock Income Opportunities Fund - Direct Plan - Growth

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
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Ret (%)
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Ret (%)
5-Yrs
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of DSP BlackRock Income Opportunities Fund - Direct Plan - Growth

Asset Allocation (%)

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