Home Funds DSP Low Duration Fund - Regular Plan - IDCW - Week

DSP Low Duration Fund - Regular Plan - IDCW - Weekly

DSP · Low Duration
Low
₹10.13
Current NAV
25 Jun 2026
29.1%
1Y Return
22.1%
3Y CAGR
19.1%
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: 1.81).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.31).
  • Very large asset base (AUM: ₹13,360 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.

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
1.81
Sharpe Ratio
0.51
Beta
2.31
Alpha
2.19
Sortino
Fund Details
Fund House DSP
Category Low Duration
AUM ₹13360 Cr
Expense Ratio 1.71%
Min SIP ₹500
Min Lumpsum ₹1000
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