Home Funds DSP Low Duration Fund - Direct Plan - IDCW - Quart

DSP Low Duration Fund - Direct Plan - IDCW - Quarterly

DSP · Low Duration
Low
₹11.06
Current NAV
25 Jun 2026
18.3%
1Y Return
10.3%
3Y CAGR
19.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.53%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.63).
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.63
Sharpe Ratio
0.83
Beta
4.63
Alpha
0.77
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Fund Details
Fund House DSP
Category Low Duration
AUM ₹1180 Cr
Expense Ratio 0.53%
Min SIP ₹500
Min Lumpsum ₹1000
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