INDProtect

Overview (as on 15 Jan 2021)

NAV

₹10.1398

1y returns

8.435%

Fund AUM

₹3,800 Cr

Expense Ratio

0.3%

Fund Performance

Calculator

Asset Allocation

Sector Allocation
Government
60.86%
Corporate
31.63%
Cash Equivalent
7.51%
Debt Credit Ratings
AAA
93.83%
AA
6.17%

Key Metrics

Modified Duration 

NA

Average Maturity 

NA

Yield to Maturity 

NA

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • 7.17% Govt Stock 2028

    SOV

    Debt

    5.89%

  • Treps / Reverse Repo Investments / Corporate Debt Repo

    Cash

    4.99%

  • 7.35% Govt Stock 2024

    SOV

    Debt

    4.80%

  • 6.79% Govt Stock 2027

    SOV

    Debt

    3.94%

  • National Housing Bank

    CRISIL AAA

    Debt

    3.90%

Fund Details

Investment Objectives
"An Open ended income Scheme, seeking to generate returns commensurate with risk from a portfolio constituted of money market securities and/or debt securities."
Scheme Name
DSP Short Term Fund Direct Plan Weekly Dividend Reinvestment
Scheme Document
Exit Load

After 0 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Laukik Bagwe
Fund House Details
Fund House
DSP Investment Managers Private Limited
Email
NA
Phone
+912266578181
Address
Tulsiani Chambers,,West Wing, 11th Floor,,Nariman Point

Other Related Plans

Peer Funds

DSP Short Term Fund Direct Plan Weekly Dividend...

NAV

₹10.1398

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Laukik Bagwe
Laukik Bagwe

leader

Qualifications
B.Com., PGDBA (Finance)
Work Experience
"Laukik is Fund Manager with the Fixed Income Investment team of DSP Investment managers. He joined the firm in November 2007 as a Fixed Income Dealer. From November 2003 to October 2007, Laukik worked with Derivium Capital & Securities Pvt. Ltd. as the Head of Fixed Income Trading-SLR & NONSLR Broking. From June 2000 to October 2003, he worked with Birla Sunlife Securities Ltd. as a Manager-SLR & NONSLR Broking. He brings with him a total work experience of 11 years in debt broking and is currently the fund manager for the following schemes of DSP Mutual Fund."
Saurabh Bhatia
Saurabh Bhatia

manager

Work Experience
"Saurabh joined DSP Investment Managers as Vice President-Fixed Income in July 2017. He has more than 15 years of experience in the domestic fixed income markets. Beginning his career with sales and intermediation, he has traversed roles across fixed income verticals which include managing fixed income portfolio for a corporate treasury, government owned retirement fund and being an integral part of a private bank treasury. In recent years, Saurabh was part of HSBC Asset Management India Pvt. Ltd, responsible to manage funds for Employees Provident Fund Organisation, Government of India along with advising Life Insurance, Non-Life Insurance and FPIs for their fixed income portfolios. His last role involved trading in fixed income instruments at Proprietary Trading Group of ICICI Bank. Saurabh holds a Bachelors Degree in commerce from Mumbai University and a Post Graduate Diploma in Business Management from Wigan and Leigh College."

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