NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹20.28
-0.18%
NAV as on 21 Nov 24, 12:00 AM
very high risk
value
equity
NAV as on 21 Nov 24, 12:00 AM
very high risk
value
equity
28.76%p.a.
Last 1Y
15.07%p.a.
Last 3Y
0.00%p.a.
Last 5Y
20.39%p.a.
Since Inception
About DSP Value Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the DSP Value Fund Plan Growth scheme from DSP Asset Managers Private Limited. It is a Value mutual fund scheme that predominantly invests in Value stocks of companies. Launched on Dec 2020, DSP Value Fund Plan Growth is Value fund of its category with 897.36 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Value funds.
- DSP Value Fund Plan Growth delivered 28.8% annual returns during the last year. It has delivered 20.4% average annual returns since the fund was launched.
- DSP Value Fund Plan Growth 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 consistent returns by investing in equity and equity related or fixed income securities which are currently undervalued. However, there is no assurance that the investment objective of the scheme will be realized.
Top 10 Holdings
The Harding Loevner Global Equity USD I
6.44%
Veritas Global Focus A USD
5.38%
Heptagon WCM Global Equity I USD Acc
5.21%
Future on HDFC Bank Ltd
4.14%
HDFC Bank Ltd
4.11%
ITC Ltd
3.95%
Berkshire Hathaway Inc Class B
3.23%
Larsen & Toubro Ltd
3.15%
Infosys Ltd
2.82%
Power Grid Corp Of India Ltd
2.48%
Fund Managers
- Aparna Karnik (May 2022 - Present)
- Kaivalya Nadkarni (Oct 2024 - Present)
Key Information
View Scheme Document
DSP Value Fund Plan Growth SIP Calculator
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For a period of
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Fixed Deposit
NRI Mutual Fund Tax on DSP Value Fund Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in DSP Value Fund Plan Growth?
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 Value Fund Plan Growth
- 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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Frequently Asked Questions
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