This scheme		Russell 100…	NIFTY 50 TR…	Gold	PPF
NA	vs	NA	NA	NA	NA
NA	vs	NA	NA	NA	NA

	This scheme	Russell 100… ^#	NIFTY 50 TR… ^#	Gold	PPF
# Returns do not reflect any dividend distribution

	1 Year	3 Years	5 Years	10 Years
# Rolling returns have been calculated based on returns from regular plan growth option.

Comparative performance of DSP US Flexible Equity Fund as of
	DSP US Flexible Equity …	Russell 100… ^{^}	NIFTY 50 TR… ^#
Date of allotment: Aug 03, 2012. Period for which scheme's performance has been provided is computed basis last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of Regular Plan. Since inception returns have been calculated from the date of allotment till June 28, 2013 See all funds managed by Laukik Bagwe » See all funds managed by Kedar Karnik » See all funds managed by Jay Kothari » Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments ^ Scheme Benchmark # Standard Benchmark

Top 5 stocks by holding
Name	% of Net Assets
BLACKROCK INVESTMENT MANAGEMENT UK LTD/UNITED KINGDOM	95.7%
See detailed equity holdings »

Top instruments by holding
Name	% of Net Assets
TREPS / REVERSE REPO INVESTMENTS / CORPORATE DEBT REPO	4.46%
See detailed debt holdings »

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Laukik Bagwe

Laukik is Fund Manager with the Fixed Income Investment team of DSP Investment managers. He joined the firm in November 2007 as a Fixed Income Dealer. From November 2003 to October 2007, Laukik worked with Derivium Capital & Securities Pvt. Ltd. as the Head of Fixed Income Trading-SLR & NONSLR Broking. From June 2000 to October 2003, he worked with Birla Sunlife Securities Ltd. as a Manager-SLR & NONSLR Broking.
He brings with him a total work experience of 11 years in debt broking and is currently the fund manager for the following schemes of DSP Mutual Fund.

All Funds managed by Laukik Bagwe
Sr. No.	Period	1 Year		3 Years		5 Years
Period for which scheme's performance has been provided is computed basis last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Kedar Karnik

Kedar joined DSP Investment Managers from Axis Asset Management and has over 10 years of investment experience. He has done his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies. He has over a decade of investment experience. He has previously worked with HSBC Asset Management and CRISIL Ltd.

Note:
Mr. Kedar Karnik is managing DSP Arbitrage Fund with effect from June 16, 2020.

All Funds managed by Kedar Karnik
Sr. No.	Period	1 Year		3 Years		5 Years
Period for which scheme's performance has been provided is computed basis last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Jay Kothari

Jay Kothari, Vice President & Product Strategist -Jay has been with DSP Investment Managers since May 2005, and has been with the Investment function since January 2011. Jay joined the firm as a member of the Sales team (Banking) in May 2005. Prior to joining DSPIM, Jay worked for Standard Chartered Bank for a year in the Priority Banking division. Jay completed his Bachelor of Management Studies (Finance & International Finance) from Mumbai University, followed by an MBA in Finance from Mumbai University.
Jay is currently the Dedicated Fund Manager for overseas investments for the following schemes of DSP Mutual Fund.

All Funds managed by Jay Kothari
Sr. No.	Period	1 Year		3 Years		5 Years
Period for which scheme's performance has been provided is computed basis last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Equity holdings for US Flexible Equity Fund

Mutual-funds
95.7%

Name	% of Net Assets
BLACKROCK GLOBAL FUNDS - US FLEXIBLE EQUITY FUND (CLASS I2 USD SHARES)^^	95.7%

100% of Equity and equity related securities

Debt holdings for US Flexible Equity Fund

TREPS4.46%

Name	Rating	% of Net Assets
TREPS / REVERSE REPO INVESTMENTS / CORPORATE DEBT REPO	--	4.46%

100% of Debt instruments

DSP US Flexible Equity Fund presentation

×

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of Global Funds US Flexible Equity Fund (BGF - USFEF). 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. It shall be noted similar overseas mutual fund schemes shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF USFEF. The term Flexible in the name of the Scheme signifies that the Investment Manager of the Underlying Fund can invest either in growth or value investment characteristic securities placing an emphasis as the market outlook warrants.
There is no assurance that the investment objective of the Scheme will be realized.

Why you should invest

The US equity market is the largest in the world
At USD 15.7 trillion, its market capitalization is greater than that of the next 6 countries combined.
US equities are a core component of almost every major global equity or sector portfolio/index
On average, US equities represent close to 50% of global equity indices
US equities represent over 75%^ of the global information technology sector and over 50%^ of the global healthcare, consumer discretionary, consumer staples, utilities, and industrials sectors
It is among the most well diversified markets in the world
The top 2 sectors (Financials & Technology) account for only ~34% of US equity market capitalization.
The US equity market provides investors access to a universe of companies exhibiting huge innovation and leading many global trends & investment themes.
Despite macroeconomic challenges, the US economy is showing remarkable resilience presently as witnessed in:
Decrease in unemployment numbers, improvement in the level of industrial production, encouragement in consumer confidence numbers, and expansion of purchasing managers index

For lumpsum investments, if the investment period is less than 1 year then same return values are displayed for absolute & XIRR. For periods above 1 year, they are annualized. 1 Year is assumed as 365 days.
Returns for investments in dividend plans of schemes are calculated after assuming that the net dividend payouts post statutory taxes & levies, are re-invested back in the scheme.
Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans.
Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any.
Except when SIP tenure is since inception, for all tenures, the start day for SIP investments is considered as 1st of every month. There is no end date to SIPs for the purpose of graphs.
For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. Investment on inception date can happen on a non-business day.
Gold prices are available post 29 JAN, 2005 & are based on daily closing values on MCX.
Investment in gold has a strong global market demand and gold is highly liquid asset.
PPF interest rate is assumed at 8.7% p.a. & interest received is compounded daily for the returns illustration in the charts.
The comparison with PPF (and other traditional saving instruments/assets) has been given for the purpose of the general information only. Investments in mutual funds should not be construed as a promise, guarantee on or a forecast of any minimum returns. Unlike traditional saving instruments there is no capital protection guarantee or assurance of any return in mutual fund investment. Traditional savings instruments are comparatively low risk products and are generally backed by the Government. Investment in mutual funds carries high risk as compared to the traditional saving instruments and any investment decision needs to be taken only after consulting the Tax Consultant or Mutual Fund Distributor.

DSP US Flexible Equity Fund
Plan type

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Performance

Laukik Bagwe

Kedar Karnik

Jay Kothari

Historical Returns

Portfolio as of November 30, 2020

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Performance

Historical Returns

Portfolio as of November 30, 2020

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Laukik Bagwe

Kedar Karnik

Jay Kothari

Equity holdings for US Flexible Equity Fund

Mutual-funds 95.7%

Debt holdings for US Flexible Equity Fund

TREPS4.46%

DSP US Flexible Equity Fund presentation

Why you should invest

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Mutual-funds
95.7%