FUND Name: DSP Global Equity Fund
AMC Name: SP Fund Managers IFSC Private
Investment Objective: Available for Indian Resident Investor under LRS Scheme. The investment objective of the scheme is to seek long-term capital appreciation by primarily investing in global equity. It is an actively managed, valuation-first portfolio of global business, built without the constraints of geography, sector, or benchmark.
- Outbound
- Equity
- Open Ended
- USD Investment
Fund Level Taxation
|
Short Term Capital Gain Tax (STCG) 42.74 % for stocks help under 24 months |
TCS (Tax Collected at Source ) 20 % TCS applicable for remittances > Rs 10 lakhs |
|
Long Term Capital Gain Tax (LTCG) 14.95 % for stocks held 24 months or more |
Dividends from Stocks Taxed at 35.88 % |
Fund Manager: Mr. Giriraj Bassa, MBA from NMIMS with qualifications in Business Management and Management Studies. 19+ years of experience across Equity Funds, Insurance, and FX C Rates Desk. Previously associated with ITI Long Short Equity Fund and Edelweiss Group.
| Benchmark | MSCI ACWI (All Country World Index) |
| Minimum Investment | $5000 |
| Additional Investment | $ |
| Lock in Period | Nil |
| Expense Ratio | 1.75% |
| Exit Load | 1% if redeemed within 2 years |
| NAV at the Inception | $10 |
| Present NAV | $ |
| Fund Manager | Mr. Giriraj Bassa |
Top Holdings of the Funds
