Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW
★★★★★ monitor_heart Health Score: 78/100 · GoodDSP Mutual Fund · Debt · Target Maturity
₹13.1
AUM: ₹285 Cr
NAV updated 2 days ago
Plan
Regular
Option
Idcw
Risk
Moderate
Expense Ratio
0.15%
Exit Load
Nil
Fund Manager
Shantanu Godambe
Inception
Jan 2023
Benchmark
CRISIL-IBX 50:50 Gilt Plus SDL Index - April 2033
Sharpe Ratio
-1.0
Std Dev (1Y)
2.35%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.48%
3m
+2.64%
6m
+3.33%
1y
+4.15%
3y
+7.54%
5y
—
10y
—
since inception
+7.77%
rate_review TopFund's Take on DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW
DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW holds up reasonably well within the Target Maturity category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 78/100.
Cost: At 0.15%, the expense ratio is meaningfully cheaper — about 12% below the Target Maturity category average of 0.17% (based on 122 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.0 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.35% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW
The current NAV (Net Asset Value) of DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW is ₹13.1. NAV is updated every business day after market close by AMFI.
1Y: 4.15% · 3Y CAGR: 7.54%
The expense ratio is 0.15% per annum — the annual fee deducted from your investment to cover fund management costs.
DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW is managed by Shantanu Godambe at DSP Mutual Fund.
DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW is a Target Maturity fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW is ₹286 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.