Home Funds DSP Short Term Fund - Direct Plan - Growth

DSP Short Term Fund - Direct Plan - Growth

DSP · Short Duration
Moderate
₹53.59
Current NAV
25 Jun 2026
25.8%
1Y Return
11.8%
3Y CAGR
15.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.38%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.78).
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: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.78
Sharpe Ratio
0.98
Beta
4.78
Alpha
1.08
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Fund Details
Fund House DSP
Category Short Duration
AUM ₹6330 Cr
Expense Ratio 0.38%
Min SIP ₹500
Min Lumpsum ₹1000
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