% of share investing in
25 %
DSP Large & Mid Cap Fund (Ex DSP Equity Opportunities Fund)
25 %
DSP Short Term Fund
50 %
DSP Ultra Short Fund
Risk
Occasional ups & downs
Goal
Earn returns that beat inflation
Ideal holding period
3 years
Annualized returns
8.81%
% of share investing in
60 %
DSP Large & Mid Cap Fund (Ex DSP Equity Opportunities Fund)
20 %
DSP Banking & PSU Debt Fund
10 %
DSP Short Term Fund
10 %
DSP Ultra Short Fund
Risk
Frequent volatility
Goal
Grow capital with limited downside
Ideal holding period
Atleast 4-5 years
Annualized returns
12.44%
% of share investing in
50 %
DSP Large & Mid Cap Fund (Ex DSP Equity Opportunities Fund)
25 %
DSP Mid Cap Fund
15 %
DSP Banking & PSU Debt Fund
10 %
DSP Ultra Short Fund
Risk
Sudden & unexpected downsides
Goal
Create wealth over long term
Ideal holding period
Over 5 years
Annualized returns
13.59%
% of share investing in
50 %
DSP Small Cap Fund
50 %
DSP US Flexible Equity Fund of Fund
Risk
Sudden and steep downsides that may take up to a few years to recover
Goal
Long term wealth creation
Ideal holding period
Over 7 years
Annualized returns
16.14%
