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

INVEST VIA NRE/NRO

DSP Global Clean Energy Fund of Fund Plan Growth for NRI [17.16]

Min Investment

100

Fund Size

131.32 Cr

Expense Ratio

2.1%

Exit Load

0%

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

17.16

-2.65%

NAV as on 18 Nov 24, 12:00 AM

very high risk

global other

fof

NAV as on 18 Nov 24, 12:00 AM

very high risk

global other

fof

3.28%p.a.

Last 1Y

-1.71%p.a.

Last 3Y

5.25%p.a.

Last 5Y

3.84%p.a.

Since Inception

About DSP Global Clean Energy Fund of Fund Plan Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the DSP Global Clean Energy Fund of Fund Plan Growth scheme from DSP Asset Managers Private Limited. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Aug 2009, DSP Global Clean Energy Fund of Fund Plan Growth is Global - Other fund of its category with 131.32 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.

  • DSP Global Clean Energy Fund of Fund Plan Growth delivered 3.3% annual returns during the last year. It has delivered 3.8% average annual returns since the fund was launched.
  • DSP Global Clean Energy Fund of Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in fof

Fund Objective

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – WEF and BGF - SEF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP Mutual Fund, in order to meet liquidity requirements from time to time.

Top 1 Holdings

BGF Sustainable Energy I2

99.12%

Fund Managers

  1. Jay Kothari (Mar 2013 - Present)

Key Information

View Scheme Document

DSP Global Clean Energy Fund of Fund Plan Growth 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 Global Clean Energy Fund of Fund Plan Growth

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 Global Clean Energy Fund of 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 Global Clean Energy Fund of 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

Frequently Asked Questions