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DSP Low Duration Fund - Regular Plan - IDCW - Monthly

DSP · Low Duration
Low
₹10.77
Current NAV
25 Jun 2026
29.8%
1Y Return
20.8%
3Y CAGR
19.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.68).
  • Very large asset base (AUM: ₹19,230 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.38%) which can affect compounding over long horizons.
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
1.68
Sharpe Ratio
1.58
Beta
0.18
Alpha
2.32
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Fund Details
Fund House DSP
Category Low Duration
AUM ₹19230 Cr
Expense Ratio 2.38%
Min SIP ₹500
Min Lumpsum ₹1000
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