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DSP Equity Savings Fund - Direct Plan - Growth

DSP · Sectoral
Very High
₹25.23
Current NAV
25 Jun 2026
38.0%
1Y Return
15.0%
3Y CAGR
22.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.9%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.30).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.30).
  • Very large asset base (AUM: ₹13,350 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.30
Sharpe Ratio
1.50
Beta
5.30
Alpha
1.69
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Fund Details
Fund House DSP
Category Sectoral
AUM ₹13350 Cr
Expense Ratio 0.90%
Min SIP ₹500
Min Lumpsum ₹1000
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