Home Funds DSP Short Term Fund - Regular Plan - Growth

DSP Short Term Fund - Regular Plan - Growth

DSP · Short Duration
Moderate
₹49.02
Current NAV
25 Jun 2026
24.1%
1Y Return
17.1%
3Y CAGR
14.1%
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: 1.31).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.81).
  • Very large asset base (AUM: ₹21,360 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: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.31
Sharpe Ratio
1.21
Beta
3.81
Alpha
1.72
Sortino
Fund Details
Fund House DSP
Category Short Duration
AUM ₹21360 Cr
Expense Ratio 1.61%
Min SIP ₹500
Min Lumpsum ₹1000
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