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DSP FMP Series - 268 - 1281 Days - Regular - IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 67/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)6.84%
- Expense ratio (20%)0.64%
- AUM (15%)₹179 Cr
Not investment advice — an analytical read of public fund data. Methodology →
DSP Mutual Fund · Income · Conservative Hybrid
₹12.71
AUM: ₹179 Cr
NAV updated about 9 hours ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
0.64%
Exit Load
Nil
Fund Manager
Kedar Karnik, Vikram Chopra, Mayur Patel
Inception
Jan 2013
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Sharpe Ratio
-2.67
Std Dev (1Y)
0.23%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.44%
3m
+1.3%
6m
+2.69%
1y
+5.55%
3y
+6.84%
5y
+7.97%
10y
+7.72%
since inception
+7.07%
TopFund's Take on DSP FMP Series - 268 - 1281 Days - Regular - IDCW
DSP FMP Series - 268 - 1281 Days - Regular - IDCW holds up reasonably well within the Conservative Hybrid category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 67/100.
Cost: At 0.64%, the expense ratio is meaningfully cheaper — about 24% below the Conservative Hybrid category average of 0.84% (based on 133 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 -2.67 — 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 0.23% is on the lower side for a Conservative Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Frequently Asked Questions about DSP FMP Series - 268 - 1281 Days - Regular - IDCW
The current NAV (Net Asset Value) of DSP FMP Series - 268 - 1281 Days - Regular - IDCW is ₹12.71. NAV is updated every business day after market close by AMFI.
1Y: 5.55% · 3Y CAGR: 6.84% · 5Y CAGR: 7.97%
The expense ratio of DSP FMP Series - 268 - 1281 Days - Regular - IDCW is 0.64% per annum. This is the annual fee charged by the fund to manage your investment.
DSP FMP Series - 268 - 1281 Days - Regular - IDCW is managed by Kedar Karnik, Vikram Chopra, Mayur Patel at DSP Mutual Fund.
DSP FMP Series - 268 - 1281 Days - Regular - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
DSP FMP Series - 268 - 1281 Days - Regular - IDCW is a Conservative Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in DSP FMP Series - 268 - 1281 Days - Regular - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of DSP FMP Series - 268 - 1281 Days - Regular - IDCW is ₹179 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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