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All Investment Planning and Solutions - 4

The solutions below are not intended to provide investment advice. Each of the individual funds in any solution mentioned below are independently managed and one can invest, redeem and conduct other transactions in them individually too. These combos are merely intended to show different combinations of funds that could help plan for goals over different time horizons.
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DSP Short Term Solution

% of share investing in

25%

DSP Equity Opportunities Fund

25%

DSP Short Term Fund

50%

DSP Ultra Short Fund

  • Risk

    Occasional ups & downs

  • Goal

    Earn returns that beat inflation

  • Horizon

    3 years

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DSP Medium Term Solution

% of share investing in

60%

DSP Equity Opportunities Fund

20%

DSP Banking & PSU Debt Fund

10%

DSP Short Term Fund

10%

DSP Ultra Short Fund

  • Risk

    Frequent volatility

  • Goal

    Grow capital with limited downside

  • Horizon

    Atleast 4-5 years

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DSP Long Term Solution

% of share investing in

50%

DSP Equity Opportunities Fund

25%

DSP Mid Cap Fund

15%

DSP Banking & PSU Debt Fund

10%

DSP Ultra Short Fund

  • Risk

    Sudden & unexpected downsides

  • Goal

    Create wealth over long term

  • Horizon

    Over 5 years

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DSP Indo-US Equity Solution

% of share investing in

50%

DSP Small Cap Fund

50%

DSP US Flexible Equity Fund

  • Risk

    Sudden & steep downsides that may take up to a few...

  • Goal

    Long term wealth creation

  • Horizon

    Over 7 years