Mutual Fund

Here are the details of the DSP Multi Asset Allocation Fund:

• Description: The DSP Multi Asset Allocation Fund aims to generate long-term capital appreciation by investing across multiple asset classes, including domestic equities, debt instruments, commodities (such as gold), and international equities. The fund's asset allocation is dynamically managed based on factors like expected returns, volatility, and correlation among asset classes. ​   

• Asset Class: Hybrid.​

• Asset Sub-Class: Multi Asset Allocation.​ 

• XIRR (Extended Internal Rate of Return): Specific XIRR data is not provided in the available sources.​

• Return Rates:

  • 1-Year Return: 13.71%.​  

  • Return Since Inception (September 27, 2023): 17.99%. ​  

• CAGR (Compound Annual Growth Rate): Since the fund was launched in September 2023, a 5-year CAGR is not available.​

• Expense Ratio: 1.62% for the Regular Plan as of March 3, 2025. ​  

• Minimum Investment Amount:

  • Lump Sum: ₹100.​   

  • Additional Investment: ₹100.​

  • SIP (Systematic Investment Plan): ₹100. ​ 

• Lock-in Period: None.​

• Exit Load: For units in excess of 10% of the investment, a 1% exit load will be charged for redemptions within 12 months. ​   

Please note that mutual fund investments are subject to market risks, and past performance is not indicative of future results. It's advisable to consult with a financial advisor before making investment decisions.