Daijiworld Media Network – Mumbai
Mumbai, Jul 24: In a significant development for Indian investors, DSP Mutual Fund has launched the DSP Global Equity Fund under the updated 2025 GIFT City framework, offering a gateway to global markets with far lower investment thresholds than ever before.
Traditionally, foreign mutual fund investments required amounts as high as $1.5 million — a figure far beyond the reach of most Indian retail investors. Additionally, the Reserve Bank of India and SEBI have not raised the overseas investment limit for mutual funds, creating further roadblocks.
Launched in early June, the DSP Global Equity Fund is now allowing Indian investors to begin with as little as $5,000 — around Rs 4.3 to Rs 4.5 lakh. Investment expert Vijai Mantri described the fund as a "game changer" and explained that a four-member family could potentially invest Rs 20–25 lakh annually. He also stated that the minimum ticket size may reduce to $500 or Rs 43,000 in the future.
Unlike traditional global investment routes that are subject to inheritance tax — which can claim up to 40% of the funds — this new fund offers complete exemption, allowing full benefits to be passed on to the investor’s heirs.
The fund focuses on investing in large, globally established companies and does not follow any fixed index or regional preference. Mantri noted that this allows the fund to stay dynamic and focused on stable, high-performing global businesses.
With lower entry points, tax efficiency, and a broad investment scope, the DSP Global Equity Fund is being seen as a new avenue for the Indian middle class to participate meaningfully in global financial markets.