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NFO Review: DSP GLOBAL INNOVATION FoF – Should You Invest?

by Holistic Leave a Comment | Filed Under: Investments

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Should you consider investing in DSP Global Innovation FOF?
What kind of Global Exposure can it give you?
Will it help you create wealth?
Let us analyze and review this NFO.

Table Of Contents:

1.)About DSP MUTUAL FUND

2.)DSP GLOBAL INNOVATION FoF NFO – Basic Features

3.)Investment Objective

4.)SEBI & The Limit In Investing Overseas Markets

5.)Pros of DSP Global Innovation FoF

6.)Is There Any Risk In The Investment Of DSP Global Innovation FoF?

7.)Final Take Away

About DSP MUTUAL FUND:

DSP Mutual fund ranks 10th out of 41 AMCs running in India.The firm manages assets worth Rs. 1.07 Lakh Crores of which around 60% are invested in equity funds spread across 24 schemes.

DSP GLOBAL INNOVATION FoFNFO – Basic Features:

Investment Objective:

The primary objective of this NFO is to 

  • invest in global mutual funds and ETFs,
  • which invest in innovation and technology-themed companies.

Why  have International Equity Exposure in Your Portfolio? 

After the COVID-19 market fall, diversification of funds seems to be a valid point among Indian investors. As of now, there are 63 global funds, 21 out of them were launched in 2021.

The ultimate target of this NFO is to withstand a market crisis in the future and discover new markets.

Having global equity exposure will bring better diversification and stability to your portfolio.

Investment Strategy of DSP Global Innovation Fund:

DSP Global Innovation FoF aims to invest in global ETFs, active and passive funds that are willing to invest in innovation and technology-related companies for earning higher returns. A total of six global funds were chosen to invest, in which two of them are a passive type making up one-third of the total portfolio.

The range of weight oscillation of individual funds can vary from 10 – 50% and the weightage of funds is decided based on certain factors such as

  • market capitalization 
  • overall geographic allocation 
  • portfolio overlap 
  • overall portfolio volatility & returns  

On an annual basis, weights will be rebalanced accordingly. The themes that were selected to invest in are semi-conductors, Internet, Interactive Media, Software, and e-commerce.

SEBI & The Limit In Investing Overseas Markets:

  As per the SEBI rules, in overseas market fund houses, are restricted to invest a maximum of US $1 billion, and for the overall mutual fund industry, the maximum limit is set to the US $7 billion.

 On the other hand, Investments in overseas ETFs are restricted to the US $ 300 million/AMC and the US $ 1 billion for the Industry. SEBI had advised DSP Global Funds to start their investments in overseas ETFs on account of the industry limit of US $ 7 billion in overseas funds.

Pros of DSP Global Innovation FoF:

Some of the highlighting advantages of investing in this DSP global FoF are:

  • An equity fund invested for the long term has more probability of giving higher returns.
  • Investments in the global market lead to healthy diversification.
  • Currency appreciation can bring additional returns to this fund
  • Exposure to global equity funds can bring stability to your portfolio returns.
  • If the chosen innovation theme works out, then it has the potential to give a higher return.

Is There Any Risk In The Investment Of DSP Global Innovation FoF?

Yes, any kind of investment will have its own risk and return. Some of the notable drawbacks involved in the investment of DSP global innovation FOF are:

  • Innovation-oriented funds have shown periodic high drawdowns and volatility in returns compared to the fund’s benchmark. So this fund may add more volatility to your portfolio.
  • Concentration risk is one of the major drawbacks associated with investing in thematic funds.
  • As this fund is investing in an overseas market, this brings geopolitical risk to your portfolio.
  • Additional risk may arise if the currency rate declines in the invested nation.
  • If the invested innovation theme fails to succeed, then the consequences will be much worse. Then, the fund can take more time to recover.
  • Investors who are willing to hold the funds for the short term can avoid equity funds.
  • First-time investors and conservative investors can ignore this DSP Global InnovationFoF.

Final Take Away:

If you are a first-time investor or a conservative investor, please ignore this fund. You can consider having basic native funds for your core portfolio first.

In case you are looking for global diversification after building your core native portfolio, then you can consider existing global funds with consistent performance and a good track record.

If you are an aggressive investor and also have spare money and want to experiment with new opportunities, then consider this fund. However, it is better to consult your financial planner before making any investment decision.

If you have any comments or questions, write them in the comment box below.

Or are you interested in creating a Comprehensive Financial Plan for your financial goals?

Skip the queue by registering for your 30 Minute FREE Financial Plan Consultation. Click the ‘Register Now!’ button below. 

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Jey S
24. September, 2021.
I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.
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aksaswadkar
24. September, 2021.
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Sridhar
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Nitesh Agrawal
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6. September, 2021.
I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)
Swetha Vasanth
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6. September, 2021.
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Joseph Mathias
Joseph Mathias
6. September, 2021.
I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.
Srinvas Kannan
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30. July, 2021.
I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.
Shivaram Andiappan Selvaraj
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3. July, 2021.
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Nellai B
Nellai B
26. June, 2021.
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