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DSP BlackRock US Flexible Equity Fund - Regular Plan - Growth Option

Category: Equity Funds International
Launch Date: 03-08-2012
Asset Class: Equity
Benchmark: Russell 1000
Expense Ratio: 2.09% As on (29-09-2017)
Status: Open Ended Schemes(Fund of Funds - Overseas) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 182.6 Cr As on (29-09-2017)
Turn over: -
NAV as on 16-02-2018

22.3535

0.09 (0.4044%)

CAGR Since Inception

15.59%

Russell 1000 8.84%

PERFORMANCE of DSP BlackRock US Flexible Equity Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 20-02-2018

Yearly Performance (%)

Fund Managers

Mr. Laukik Bagwe, Mr. Jay Kothari, Mr. Kedar Karnik

Mr. Bagwe is a B.Com (H) and PGDBA (Finance) Prior to joining DSPBR he has worked with Derivium Capital and Securities Pvt. Ltd. and with Birla Sun Life Securities Ltd.

Investment Objective

The objective of this scheme is to achieve capital appreciation by investing predominantly in units of BlackRock Global Funds US Flexible Equity Fund. The scheme may also invest in units of other similar overseas mutual fund schemes.

RETURNS CALCULATOR for DSP BlackRock US Flexible Equity Fund - Regular Plan - Growth Option

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 US Flexible Equity Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP BlackRock US Flexible Equity Fund - Regular Plan - Growth Option 11.44 0.5 7.4 0.64 - -
Equity Funds International - - - - - -

PEER COMPARISION of DSP BlackRock US Flexible Equity Fund - Regular Plan - Growth Option

Period
Data as on - 20-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP BlackRock US Flexible Equity Fund - Regular Plan - Growth Option 03-08-2012 11.8 18.12 10.28 15.35 0.0
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 38.64 29.94 13.64 14.3 0.0
Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Regular Plan - Growth Option 07-07-2014 28.95 28.17 8.34 0.0 0.0
Franklin Asian Equity Fund - Growth Plan 16-01-2008 27.73 23.75 12.38 11.38 9.32
Principal Global Opportunities Fund-Growth Option 29-03-2004 26.15 25.6 10.32 6.59 5.94
Reliance ETF Hang Seng BeES 09-03-2010 25.55 0.0 0.0 0.0 0.0
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option 01-07-2011 23.96 17.87 8.23 7.29 0.0
Kotak Global Emerging Market Fund - Growth 26-09-2007 22.69 18.79 6.28 6.5 4.97
HSBC Global Consumer Opportunities Fund - Growth 23-02-2015 21.36 18.27 0.0 0.0 0.0
Motilal Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares NASDAQ 100) 29-03-2011 20.67 22.85 15.9 23.2 0.0

PORTFOLIO ANALYSIS of DSP BlackRock US Flexible Equity Fund - Regular Plan - Growth Option

Asset Allocation (%)

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