Equity
Direct
Index Funds
NAV as on 01-01-0001
₹ 1025.43
DSP BFSI Next Index Fund Direct Growth is an equity fund. This fund was started on 6 November, 2018. The fund is managed by . The fund could potentially beat inflation in the long-run.
DSP BFSI Next Index Fund Direct Growth has given a CAGR return of 0.00% since inception.
DSP BFSI Next Index Fund Direct Growth has allocated its funds majorly in . Its top holdings are
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
To invest in companies which are constituents of S&P BSE Diversified Financials Revenue Growth Index (underlying Index) in the same proportion as in the index and endeavor to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index.
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. DSP BFSI Next Index Fund Direct Growth has no lock in period.
Expense ratio | -- |
Benchmark | S&P BSE Divers Fincls Rev Gr TR INR |
AUM | ₹0 Cr |
Inception Date | 6 November, 2018 |
Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 0% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Moderately High risk |
DSP BFSI Next Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
DSP BFSI Next Index Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
DSP BFSI Next Index Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
DSP BFSI Next Index Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
DSP BFSI Next Index Fund Direct Growth | - | - | - |