
Mutual Funds
DSPML is one of the leading distributors of quality mutual fund schemes in the country. Depending n client objectives, we provide our clients access to a variety of mutual fund schemes offered by various asset management houses.
| Category |
Investment Objective |
Investment Pattern |
| Income Funds |
To generate attractive return from a portfolio comprising fixed income and money market securities |
Corporate Debt, Institutional/PSU Bonds, Money Market Securities |
| Equity Funds |
To generate long term capital appreciation from a portfolio comprising equity and equity-related securities |
Equity and Equity-related securities |
| Balanced Funds |
To generate long term capital appreciation and current income from a portfolio comprising equity as well as fixed income securities |
Mix of fixed income and equity & equity related securities |
|
Why Mutual Funds ?
Open-ended mutual funds provide numerous benefits to investors in terms of liquidity, flexibility, diversification and attractive post-tax returns.
Liquidity (open ended funds)
Freedom to enter and withdraw anytime
Convenience
Regular withdrawals --- Recurring investments --- Telephone instructions through Personal Identification Number --- Simple Account Statements, etc.
DiversificationReduced risk -- investor money spread across a basket of securities
Accessibility
Access to several high quality securities beyond the reach of individual investors, thereby allowing investors to earn superior returns on their investment
High Disclosure Standards
- Daily disclosure of Net Asset Value (NAV)
- Monthly/Quarterly disclosure of portfolio
Professional Management
Tax Efficiency
- Indexation & Long Term Capital Gains
- Tax-free dividends in the hands of unit holders
- No tax deducted at source (TDS) on redemption
Risk factors associated with investing in mutual funds
- Mutual funds and securities investments are subject to market risks and there is no assurance or guarantee that the objectives of the schemes will be achieved
- As with any investment in securities, the NAV of the units issued under the schemes can rise or fall depending on the factors and forces affecting capital markets
- Neither the past performance of the mutual funds managed by the sponsors and their affiliates / associates nor the past performance of the sponsors, asset management companies (AMC) or fund is necessarily indicative of the future performance of the schemes
Please refer to the offer documents of the respective mutual fund schemes for a complete list of their risk factors.