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DSP Regular Savings Fund - Direct Plan - IDCW - Quarterly

DSP · Equity Fund
High
₹13.57
Current NAV
29 Oct 2026
-4.9%
1Y Return
1.2%
3Y CAGR
0.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.7%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.50).
  • Very large asset base (AUM: ₹23,050 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.50
Sharpe Ratio
0.70
Beta
6.50
Alpha
0.55
Sortino
Fund Details
Fund House DSP
Category Equity Fund
AUM ₹23050 Cr
Expense Ratio 0.70%
Min SIP ₹500
Min Lumpsum ₹1000
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