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DSP Low Duration Fund - Regular Plan - IDCW - Weekly
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 46/100 · Weak
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)-0.02%
- Expense ratio (20%)0.31%
- AUM (15%)₹4,478 Cr
Not investment advice — an analytical read of public fund data. Methodology →
DSP Mutual Fund · Income/Debt Oriented · Ultra Short to Short Term Fund
₹10.13
AUM: ₹4,478 Cr
NAV updated 10 days ago
Plan
Regular
Option
Idcw
Risk
Low to Moderate
Expense Ratio
0.31%
Exit Load
Nil
Fund Manager
Kedar Karnik, Rahul Vekaria
Inception
Mar 2015
Benchmark
NIFTY Low Duration Debt Index A-I
Sharpe Ratio
-5.72
Std Dev (1Y)
1.16%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.02%
3m
-0.01%
6m
-0.1%
1y
-0.01%
3y
-0.02%
5y
+0.0%
10y
+0.08%
since inception
+0.1%
TopFund's Take on DSP Low Duration Fund - Regular Plan - IDCW - Weekly
DSP Low Duration Fund - Regular Plan - IDCW - Weekly lags behind most of its peers in the Ultra Short to Short Term Fund category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 46/100.
Cost: At 0.31%, the expense ratio is meaningfully cheaper — about 18% below the Ultra Short to Short Term Fund category average of 0.38% (based on 103 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 -5.72 — 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 1.16% is on the lower side for a Ultra Short to Short Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about DSP Low Duration Fund - Regular Plan - IDCW - Weekly
The current NAV (Net Asset Value) of DSP Low Duration Fund - Regular Plan - IDCW - Weekly is ₹10.13. NAV is updated every business day after market close by AMFI.
1Y: -0.01% · 3Y CAGR: -0.02% · 5Y CAGR: 0.0%
The expense ratio of DSP Low Duration Fund - Regular Plan - IDCW - Weekly is 0.31% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Low Duration Fund - Regular Plan - IDCW - Weekly is managed by Kedar Karnik, Rahul Vekaria at DSP Mutual Fund.
DSP Low Duration Fund - Regular Plan - IDCW - Weekly is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
DSP Low Duration Fund - Regular Plan - IDCW - Weekly is a Ultra Short to Short Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in DSP Low Duration Fund - Regular Plan - IDCW - Weekly 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 Low Duration Fund - Regular Plan - IDCW - Weekly is ₹4,478 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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