DSP Nifty SDL Plus G Sec Jun 2028 30:70 Index Fund Direct Growth

DSP Nifty SDL Plus G Sec Jun 2028 30:70 Index Fund Direct Growth is a debt fund. This fund was started on 21 March, 2022. The fund is managed by Laukik Bagwe. This fund is suitable to keep your money safe.

1. DSP Nifty SDL Plus G Sec Jun 2028 30:70 Index Fund Direct Growth has ₹2263 Cr worth of assets under management (AUM) as on Dec 1969 and is more than category average.
2. The fund has an expense ratio 0.2.
   

DSP Nifty SDL Plus G Sec Jun 2028 30:70 Index Fund Direct Growth has given a CAGR return of 6.27% since inception. Over the last 1 year the fund has given a CAGR return of 7.52%.

DSP Nifty SDL Plus G Sec Jun 2028 30:70 Index Fund Direct Growth has allocated its funds majorly in Government, Cash Equivalent. Its top holdings are 8.28% Govt Stock 2027, 7.17% Govt Stock 2028, 8.26% Govt Stock 2027, 8.6% Govt Stock 2028, 08.25 GJ Sdl 2028

As it is a index funds - fixed income mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
For short term (less than 3 years) capital gains will be taxed at your income slab rate.
For long term (more than 3 years) capital gains will be taxed at 20% with indexation benefit.
Dividends will always be taxed at slab rate.

The investment objective of the scheme is to track the Nifty SDL Plus G-Sec Jun 2028 30:70 Index by investing in Government Securities (G-Sec) and SDLs, maturing on or before June 2028 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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. DSP Nifty SDL Plus G Sec Jun 2028 30:70 Index Fund Direct Growth has no lock in period.