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DSP US Treasury Fund of Fund

DSP US Treasury Fund of Fund

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Benchmark: S&P US Treasury Bond Fund TRI info icon

4.52K people have invested in this fund

team 4.52K people have invested in this fund as of

This is an International Fund of Funds International, FoFs (Overseas/ Domestic) fund with S&P US Treasury Bond Fund TRI as its benchmark. The risk level for this fund is categorized as Very High Risk.

Total AUM

73.8 crores as of Mar 31, 2024

Age of Fund

1 month since Mar 18, 2024

Expense Ratio

0.22% as of Apr 16, 2024 (this includes expense of underlying funds)

Exit Load

0.1% If redeemed between 0 - 7 Days

Ideal holding period

10 Years+

Things to know before you invest

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What is in DSP US Treasury Fund of Fund?

  1. A fund of fund is a type of mutual fund that uses its collective capital to invest in other mutual fund schemes/ETFs accessible in the market.
  1. Potential High Yield (Interest Income): US Yields are at elevated levels and are near 10 & 20-year highs. Investors can have an opportunity to park money at a relatively higher interest rate.
  2. Mark to Market Gain/ Loss: The quantum of Rate hikes in the US has been higher as compared to India; accordingly, the probability & quantum of decline in yields could potentially be higher in the US compared to India.
  3. Rupee Depreciation Gain: INR has depreciated vs USD over the years. Having exposure to USD can help investors earn from INR depreciation.
  4. Active Management by Fund Manager: Active Management of duration can help investors to navigate US interest rate cycles & potentially earn better returns.
  1. Consider this fund if you
    • Value low-cost investing ideas.
    • Are an experienced Indian investor with a well-set core portfolio of equities/bonds, looking to diversify no more than 5-10% of your portfolio internationally.
    • Have the patience and mental resilience to remain invested for a decade or more
    • Do not chase the highest possible returns at all times.
  1. Investing in DSP US Treasury Fund of Fund is a very high-risk strategy.
  2. Expect short term return fluctuations.

Fund managers:

Jay Kothari

Jay Kothari

Total work experience of 18 years. Managing this fund since March 2024.
Total work experience of 18 years. Managing this fund since March 2024.

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Portfolio

Prescribed asset allocation: 95% - 100% Units of ETFs and/or Funds focused on US Treasury Bonds , 0% - 5% Cash and Cash Equivalents

Current Allocation

as of Mar 31, 2024

Top holdings

No Data to display

Top Sectors

No Data to display


Compare Performance

Note:Under SEBI regulations, the performance of this fund can’t be displayed as it has been in existence for less than 1 year.

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

Chart type

Invested as

Invested Amount

Invested since

This fund

Vs

S&P US Treasury Bond F

NIFTY 50 TRI

Gold

PPF

Funds Annual returns Current Value Absolute Growth

Chart type:

Invested as

Invested Amount

Invested period

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

Fund Details

Fund Details

Investment Objective

The investment objective of the scheme is to generate income & long term capital appreciation by investing in units of ETFs and/or Funds focused on US Treasury Bonds.
There is no assurance that the investment objective of the Scheme will be achieved.

Fund Type

International Fund of Funds – International
FoFs (Overseas/ Domestic)

An open ended fund of funds scheme investing in units of ETFs and/or Funds focused on US Treasury Bonds.

Riskometer

Level of Risk in the fund

View details

team 4.52K peoplehave invested in this fund as of

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