DSP Value Fund
DSP Blackrock Mutual fund has launched new open ended fund targeting most fundamental investment philosophies- Value Investing in the name of DSP Value Fund .
DSP Value Fund is an equity fund built on the foundation of one of the oldest, most researched & most fundamental investment philosophies- Value Investing. It operates primarily on the idea: Figure out the value of something, and then pay a lot less for it.
NFO Period:-
November 20, 2020 To December 04, 2020.
Scheme Type:-
The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities which are currently undervalued.
Investment Strategy
Designed on value-investing principles, the fund will aim to:
- Invest in ‘good’ companies at ‘good’ prices: While in the current low interest rate world, good companies rarely come cheap, it is important to apply disciplined rules to identify such companies at reasonable prices (valuations).
- Diversify across the world and within India: Add good international companies to try to benefit from their innovation & expertise, which can also help reduce overall portfolio volatility (as against owning only Indian companies).
- Keep cash at the right time: When markets reach extreme highs, the fund’s ability to maintain cash respecting valuations will help reduce downside risk while also letting one reinvest when prices turn reasonable again.
The three principles above also come packaged with two additional advantages- favourable equity taxation & moderate cost (as compared to active equity funds).
This Scheme is suitable for investors seeking:-
- Capital appreciation with a long term investment horizon.
- investment primarily in undervalued stocks.
Minimum Application Amount:-
Rs. 5000 and in multiple of Rs. 10 thereafter.
Benchmark Index:-
Nifty 500 Value 50 TRI.
No Transaction Charges on any Investment Amount.
To Invest
Application form can be downloaded via Application Form DSP Value Fund
Cheque will be drawn in favor of DSP BlackRock Value Fund.
You Can Also INVEST ONLINE
To Download KYC Forms Click Here
Application Forms can be sent at Your nearest CAMS Location
For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.
Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments