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DSP Pensions Fund Managers Private Limited Scheme A - Tier I
10Allocations
Asset Allocation
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inception |
|---|---|---|---|---|---|
| This Fund | 7.47% | - | - | - | 4.55% |
| List of Fund Invested in REITS | Ratings | % of the fund |
|---|---|---|
| Nexus Select Trust | AAA | 0.00% |
| Mindspace Business Parks REIT | AAA | 0.00% |
| Embassy Office Parks REIT | AAA | 18.85% |
| Brookfield India REIT | AAA | 0.00% |
| Knowledge Realty Trust Reit | AAA | 0.00% |
Strengths
Sharpe Ratio
The Sharpe ratio shows how well the fund is performing relative to its risk.
Sortino Ratio
A higher Sortino ratio means the fund is effectively managing downside risk, minimizing losses during market downturns.
Weaknesses
Expense Ratio
The expense ratio for the fund is 0.10%, which is higher than the category average of 0.08%
Who Should Invest?
Investors with a long-term horizon and high risk tolerance, looking to diversify their portfolio through alternative assets like REITs and InvITs, should consider Scheme A. It is ideal for those who understand the potential volatility and seek higher growth opportunities.
Who Should Avoid?
Conservative or risk-averse investors prioritizing stability and low volatility should avoid Scheme A. It is also unsuitable for short-term investors or those uncomfortable with the complexity of alternative investments.opportunities.
Investment Strategy
DSP Pension Fund Scheme A emphasises liquidity management and capital preservation by focusing entirely on cash and cash-equivalent instruments. The strategy minimises risk while delivering stable returns, making it an ideal choice for efficient cash deployment within the NPS framework. By prioritising safety and flexibility, the scheme aims to optimise liquidity while maintaining competitive returns compared to other short-term investment options.
About DSP Pension Fund
DSP Pension Fund Managers Private Limited is a registered Pension Fund Manager (PFM) under the Pension Fund Regulatory & Development Authority (PFRDA). It is a subsidiary of DSP Asset Managers, one of India’s leading fund houses with over 28 years of experience in asset management and a legacy of 160+ years through the DSP Group.
- FOUNDED IN2023
- CEOMr. Rahul Bhagat
- Fund House AUM7614.58 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.
10Allocations
Asset Allocation
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inc. |
|---|---|---|---|---|---|
| This Fund | 7.47% | - | - | - | 4.55% |
| List of Fund Invested in REITS | Ratings | % of the fund |
|---|---|---|
| Nexus Select Trust | AAA | 0.00% |
| Mindspace Business Parks REIT | AAA | 0.00% |
| Embassy Office Parks REIT | AAA | 18.85% |
| Brookfield India REIT | AAA | 0.00% |
| Knowledge Realty Trust Reit | AAA | 0.00% |
Strengths
Sharpe Ratio
The Sharpe ratio shows how well the fund is performing relative to its risk.
Sortino Ratio
A higher Sortino ratio means the fund is effectively managing downside risk, minimizing losses during market downturns.
Weaknesses
Expense Ratio
The expense ratio for the fund is 0.10%, which is higher than the category average of 0.08%
Who Should Invest?
Investors with a long-term horizon and high risk tolerance, looking to diversify their portfolio through alternative assets like REITs and InvITs, should consider Scheme A. It is ideal for those who understand the potential volatility and seek higher growth opportunities.
Who Should Avoid?
Conservative or risk-averse investors prioritizing stability and low volatility should avoid Scheme A. It is also unsuitable for short-term investors or those uncomfortable with the complexity of alternative investments.opportunities.
Investment Strategy
DSP Pension Fund Scheme A emphasises liquidity management and capital preservation by focusing entirely on cash and cash-equivalent instruments. The strategy minimises risk while delivering stable returns, making it an ideal choice for efficient cash deployment within the NPS framework. By prioritising safety and flexibility, the scheme aims to optimise liquidity while maintaining competitive returns compared to other short-term investment options.
About DSP Pension Fund
DSP Pension Fund Managers Private Limited is a registered Pension Fund Manager (PFM) under the Pension Fund Regulatory & Development Authority (PFRDA). It is a subsidiary of DSP Asset Managers, one of India’s leading fund houses with over 28 years of experience in asset management and a legacy of 160+ years through the DSP Group.
- FOUNDED IN2023
- CEOMr. Rahul Bhagat
- Fund House AUM7614.58 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.