INDProtect
Overview (as on 02 Mar 2021)
NAV
₹11.9155
1y returns
6.213%
Fund AUM
₹2,040 Cr
Expense Ratio
0.25%
Min Lumpsum
₹500
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
4.84% projected returns
₹0
4.67% projected returns
₹0
4.81% projected returns
₹0
4.92% projected returns
₹0
4.76% projected returns
₹0
5.11% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Corporate
50.61%
Government
45.49%
Cash Equivalent
3.90%
Debt Credit Ratings
AAA
100.00%
Key Metrics
Modified Duration
1.01 yr
Average Maturity
1.1 yr
Yield to Maturity
4.19%
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"The primary investment objective of the Scheme is to seek to generate regular income and capital appreciation commensurate with risk from a portfolio predominantly investing in corporate debt securities across maturities which are rated AA+ and above, in addition to debt instruments issued by central and state governments and money market securities. However, there can be no assurance that the investment objective of the scheme will be realized."
Scheme Name
DSP Corporate Bond Direct Dividend Reinvestment
Scheme Document
Exit Load
After 0 Months : 0%
Plan Started
10 September, 2018
Fund Manager
Vikram Chopra
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
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.25% | 8.17% | |
| Direct | 0.25% | 7.68% | |
| Direct | 0.25% | 8.00% | |
| Direct | 0.25% | 6.21% | |
| Direct | 0.25% | 7.85% | |
| Direct | 0.25% | 8.17% | |
| Regular | 0.51% | 6.01% | |
| Regular | 0.51% | 7.42% | |
| Regular | 0.51% | 7.90% | |
| Regular | 0.51% | 6.01% | |
| Regular | 0.51% | 7.58% | |
| Regular | 0.51% | 7.90% |
Peer Funds
DSP Corporate Bond Direct Dividend Reinvestment
NAV
₹11.9155
INDmoney Analysis
Return Score
Below Average
Risk Score
Excellent
Credit Quality
Medium
Interest Rate Sensitivity
Medium
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Indicative yields
Fund is in Top 20 percent in its Category
Risk score is based upon:
Market sensitivity
Credit risk
Underlying maturity
Fund has medium 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
Vikram Chopra
leader
Qualifications
B.Com. (HONS), M.B.A. (Institute of Management Technology, Ghaziabad)
Work Experience
"Vikram joined DSP Investment Managers from L&T Investment Management and brings with him over 14 years of investment experience. He has also previously worked with Fidelity, IDBI Bank and Axis Bank Ltd."
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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