NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

DSP Aggressive Hybrid Fund Payout of Income Dist cum Cap Wdrl for NRI [29.47]

Min Investment

₹100

Fund Size

₹10,379.44 Cr

Expense Ratio

1.8%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹29.47

-1.75%

NAV as on 20 Jan 25, 12:00 AM

very high risk

aggressive allocation

equity

NAV as on 20 Jan 25, 12:00 AM

very high risk

aggressive allocation

equity

18.97%p.a.

Last 1Y

13.44%p.a.

Last 3Y

15.33%p.a.

Last 5Y

14.71%p.a.

Since Inception

About DSP Aggressive Hybrid Fund Payout of Income Dist cum Cap Wdrl for NRIs

NRIs can achieve long-term capital appreciation by investing in the DSP Aggressive Hybrid Fund Payout of Income Dist cum Cap Wdrl scheme from DSP Asset Managers Private Limited. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on May 1999, DSP Aggressive Hybrid Fund Payout of Income Dist cum Cap Wdrl is Aggressive Allocation fund of its category with 10,379.44 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • DSP Aggressive Hybrid Fund Payout of Income Dist cum Cap Wdrl delivered 19.0% annual returns during the last year. It has delivered 14.7% average annual returns since the fund was launched.
  • DSP Aggressive Hybrid Fund Payout of Income Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The primary investment objective of the Scheme is to seek to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

HDFC Bank Ltd

7.39%

ICICI Bank Ltd

4.77%

Bajaj Finance Ltd

4.10%

Mahindra & Mahindra Ltd

3.23%

7.09% Govt Stock 2054

2.98%

7.14% Madhya Pradesh SDL 2043

2.92%

Axis Bank Ltd

2.47%

ITC Ltd

2.09%

Cipla Ltd

1.99%

Power Finance Corp Ltd

1.96%

Fund Managers

  1. Abhishek Singh (Mar 2024 - Present)
  2. Shantanu Godambe (Aug 2024 - Present)

Key Information

View Scheme Document

DSP Aggressive Hybrid Fund Payout of Income Dist cum Cap Wdrl SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on DSP Aggressive Hybrid Fund Payout of Income Dist cum Cap Wdrl

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in DSP Aggressive Hybrid Fund Payout of Income Dist cum Cap Wdrl?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in DSP Aggressive Hybrid Fund Payout of Income Dist cum Cap Wdrl
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

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