DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund

Benchmark: CRISIL SDL Plus G-Sec Apr 2033 5…

988 people have invested in this fund

team 988 people have invested in this fund as of

This is a Debt Target Maturity, Index fund with CRISIL SDL Plus G-Sec Apr 2033 50:50 Index as its benchmark. The risk level for this fund is categorized as Moderate Risk.

Age of Fund

Less than 1 month since Jan 10, 2023

Expense Ratio

0.35% as of Feb 03, 2023

Exit Load

Nil

Ideal holding period

10 Years+

Things to know before you invest

What is in DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund?

This quality debt fund invests in a combination of Government Securities & State Development Loans.
The above securities will mature within the 12-month period ending April 25, 2033.

Why should one invest in DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund?

Lower Credit Risk: Investments in Sovereign securities only (Central & State Government).
Visibility of potential returns: The bond like structure with fixed maturity positioned to provide visibility of returns at maturity.
Tax Efficiency: LTCG taxation at lower rate (20% #) with potential indexation benefit over 11 years (if invested pre Mar 31, 2023).
High Liquidity: Open-ended structure allows you to buy & sell freely, unlike Fixed Maturity Plans (FMPs) or other close-ended funds.

Who should invest in DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund?

Consider this fund if you
- Are an experienced investor & know what you're doing.
- Are seeking alternative to fixed deposits which can provide better post tax returns.
- Have a long-term investment horizon.
- Want to invest in a quality portfolio which offers lower risk & a relatively stable return profile.

Rethink before you invest

DSP CRISIL SDL G-Sec Plus Apr 2033 5050 Index Fund carries Moderate Risk.
If yields go up faster than expected, there could be a mark-to-market loss in the short term.
This is not an equity-oriented fund, so do not expect very high returns.

Fund managers:

Laukik Bagwe

Managing this fund since January 2023.

See funds managed by him

Managing this fund since January 2023.

See funds managed by him

Vikram Chopra

Managing this fund since January 2023.

See funds managed by him

Managing this fund since January 2023.

See funds managed by him

Laukik 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.

Sr. No.	Period	1 Year	3 Years	5 Years
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Sr. No.

Period

1 Year

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5 Years

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Vikram joined DSP Investment Managers from L&T Investment Management and brings with him over 14 years of investment experience. He has also previously worked with Fidelity, IDBI Bank and Axis Bank Ltd.

Sr. No.	Period	1 Year	3 Years	5 Years
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Sr. No.

Period

1 Year

3 Years

5 Years

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Compare Performance

Note: Under SEBI regulations, the performance of this scheme can’t be displayed as it has been in existence for less than 6 months.

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Invested as

Invested Amount

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This fund

CRISIL SDL Plus G-Sec …

CRISIL 10 Year Gilt In…

Gold

PPF

	Funds	Annual returns	Current Value	Absolute Growth	IDCW paid

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Funds	Minimum	Median	Maximum	% times -ve returns	% times returns > 7%

Fund Details

Investment Objective

The investment objective of the scheme is to track the CRISIL SDL Plus G-Sec Apr 2033 50:50 Index by investing in Government Securities (G-Sec) and SDLs, maturing on or before April, 2033 and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index, subject to tracking error.
However, there is no assurance that the objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Type

Debt – Target Maturity

Index Fund

An open ended target maturity index fund investing in the constituents of CRISIL SDL Plus G-Sec Apr 2033 50:50 Index. A relatively high interest rate risk and relatively low credit risk.

Riskometer

Level of Risk in the fund

View details

Investors understand that their
principal will be at Moderate Risk

Minimum Investment

Rs. 500 Lumpsum
Rs. 500 SIP– 12 instalments
Rs. 500 Minimum Additional Purchase

Fund Documents

KIM and Applications

Index disclaimer - https://www.dspim.com/mandatory-disclosures
SDL disclaimer (SDLs are loans raised by State Governments from the market to fund its fiscal deficit. RBI though acts as the facilitator to the issue of SDLs and has the power to make repayments to SDLs out of the central government allocation to states, it does not give any guarantee for the same. The fiscal performance and credit quality of States can have an impact on SDL performance in the longer term. The liquidity of SDLs can vary for different states. For details pertaining to investment strategy and investment process of scheme in SDL kindly refer the Scheme information document available on the website www.dspim.com.)

988 peoplehave invested in this fund as of