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DSP Strategic Bond Fund - Regular Plan - Growth
★★★★★ 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: 60/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)5.37%
- Expense ratio (20%)0.53%
- AUM (15%)₹674 Cr
Not investment advice — an analytical read of public fund data. Methodology →
DSP Mutual Fund · Income/Debt Oriented · Dynamic Term Fund
₹3,422.99
AUM: ₹673 Cr
NAV updated 1 day ago
Plan
Regular
Option
Growth
Risk
Moderate
Expense Ratio
0.53%
Exit Load
Nil
Fund Manager
Vikram Chopra, Saurabh Bhatia
Inception
Jan 2013
Benchmark
CRISIL Dynamic Bond A-III Index
Sharpe Ratio
-1.4
Std Dev (1Y)
3.26%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.09%
3m
-0.74%
6m
+2.38%
1y
+1.89%
3y
+5.37%
5y
+4.96%
10y
+5.99%
since inception
+6.55%
TopFund's Take on DSP Strategic Bond Fund - Regular Plan - Growth
DSP Strategic Bond Fund - Regular Plan - Growth sits in the middle of the pack for Dynamic Term Fund funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 60/100.
Cost: At 0.53%, the expense ratio is roughly in line with the Dynamic Term Fund category average of 0.58% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.4 — 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 3.26% is on the lower side for a Dynamic 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 Strategic Bond Fund - Regular Plan - Growth
The current NAV (Net Asset Value) of DSP Strategic Bond Fund - Regular Plan - Growth is ₹3422.99. NAV is updated every business day after market close by AMFI.
1Y: 1.89% · 3Y CAGR: 5.37% · 5Y CAGR: 4.96%
The expense ratio of DSP Strategic Bond Fund - Regular Plan - Growth is 0.53% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Strategic Bond Fund - Regular Plan - Growth is managed by Vikram Chopra, Saurabh Bhatia at DSP Mutual Fund.
DSP Strategic Bond Fund - Regular Plan - Growth is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
DSP Strategic Bond Fund - Regular Plan - Growth is a Dynamic Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in DSP Strategic Bond Fund - Regular Plan - Growth 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 Strategic Bond Fund - Regular Plan - Growth is ₹674 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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