Home Funds DSP Ultra Short Fund - Direct Plan - IDCW - Weekly

DSP Ultra Short Fund - Direct Plan - IDCW - Weekly

DSP · Ultra Short Duration
Low
₹1005.05
Current NAV
25 Jun 2026
22.8%
1Y Return
15.8%
3Y CAGR
12.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.78%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.68).
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
1.18
Sharpe Ratio
0.48
Beta
6.68
Alpha
1.39
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Fund Details
Fund House DSP
Category Ultra Short Duration
AUM ₹3230 Cr
Expense Ratio 0.78%
Min SIP ₹500
Min Lumpsum ₹1000
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