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

Category: Fund of Funds-Overseas
Launch Date: 03-08-2012
Asset Class: Equity
Benchmark: Russell 1000 TRI
Expense Ratio: 2.74% As on (30-06-2018)
Status: Open Ended Schemes(Other Scheme - FoF Overseas) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 190.82 Cr As on (30-06-2018)
Turn over: -
NAV as on 16-07-2018

24.4652

0.06 (0.2424%)

CAGR Since Inception

16.19%

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

Scheme Performance (%)

Data as on - 17-07-2018

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 - -
Fund of Funds-Overseas - - - - - -

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

Period
Data as on - 17-07-2018
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 22.1 17.86 12.46 13.58 0.0
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 06-02-2012 30.3 21.99 12.16 15.59 0.0
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 22.86 22.35 11.85 13.32 0.0
DSP BlackRock World Energy Fund - Regular Plan - Growth 14-08-2009 22.07 7.9 4.41 1.98 0.0
DSP BlackRock World Mining Fund - Regular Plan - Growth 29-12-2009 17.8 9.83 10.22 0.93 0.0
Principal Global Opportunities Fund-Growth Option 29-03-2004 16.86 17.94 10.39 7.66 6.34
HSBC Global Consumer Opportunities Fund - Growth 23-02-2015 16.85 16.86 9.14 0.0 0.0
DHFL Pramerica Global Agribusiness Fund - Growth 14-05-2010 16.69 8.37 0.39 1.61 0.0
Aditya Birla SUn Life Global Commodities Fund - Regular Plan - Growth Option 17-09-2008 16.27 6.31 5.84 1.91 0.0
Kotak Global Emerging Market Fund - Growth 26-09-2007 15.45 12.23 4.95 5.56 5.66

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

Asset Allocation (%)

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