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DSP FMP Series - 264 - 60M - 17D - Regular Plan - Growth

DSP · Equity Fund
High
₹13.38
Current NAV
29 Sep 2026
5.6%
1Y Return
7.2%
3Y CAGR
6.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.62).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.12).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.32%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.

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: High Risk
Low Moderate High Very High
Risk Metrics
1.62
Sharpe Ratio
1.52
Beta
2.12
Alpha
2.14
Sortino
Fund Details
Fund House DSP
Category Equity Fund
AUM ₹1670 Cr
Expense Ratio 2.32%
Min SIP ₹500
Min Lumpsum ₹1000
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