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  • DSP Low Duration Fund (Growth)

Formerly DSP BlackRock Low Duration Reg Gr

DSP Mutual Funds

DSP Low Duration Fund (Growth)

DebtLow Duration

16.6886

NAV (Jan 30)

4.7%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in low duration mutual funds.

Low duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.6886

NAV (Jan 30)

Fund Returns

Last 1Y

4.4%

Last 3Y

4.7%

Last 5Y

6.1%

Last 10Y

NA

Since Inception

6.7%

6 Month CAGR

2.7%

Scheme Information

Investment Objective

The investment objective of the Scheme is to seek to generate returns commensurate with risk from a portfolio constituted of money market securities and/or debt securities. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

0.61

Launched (8y ago)

Mar 10, 2015

AUM in Crores

3472.464

ISIN

INF740K018P2

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0.8

Standard Deviation (5yr)

1

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.611

Sharpe Ratio (5yr)

0.963

YTM

7.2

Fund Managers

Laukik Bagwe

Fund Manager

Sandeep Yadav

Fund Manager

Karan Mundra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Low Duration Fund (Growth)70%848,560 115,9486.1%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-01-30

Top Debt Holdings

treps / reverse repo investments / corporate debt repo

5.8%
5.8%

power finance corporation ltd.

5.1%
5.1%

icici bank limited

4.2%
4.2%

6.75% govt stock 2024

3.6%
3.6%

7.32% govt stock 2024

3.4%
3.4%
See all holdings

Compare DSP Low Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

₹ 13,853 cr

₹ 52,076 cr

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 122,208 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,172 debt and 21 hybrid funds.

amc-img

  • 022-66578000
  • service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.1%

    14%

    15.8%

    13.7%

    15.8%

    13.7%

    19.1%

    16%

    6.1%

    9.2%

    DSP Low Duration Fund (G) Review

    DSP Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 6.7% over a period of 7 years. The fund was previously known as DSP BlackRock Low Duration Reg Gr. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Karan Mundra, Laukik Bagwe, Sandeep Yadav.

    Nav of DSP Low Duration Fund (G) as of 1/30/2023 is ₹16.69 with the total AUM as of 1/31/2023 is ₹3472.464. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Low Duration Fund (G) was launched on Mar 10, 2015. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for DSP Low Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    DSP Low Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Low Duration Debt Index TR INR.

    DSP Low Duration Fund (G) is rated as a 3 fund in Debt and delivered 4.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Low Duration Fund (G).

    Frequently Asked Questions

    What is DSP Low Duration Fund (G)?

    DSP Low Duration Fund (G) is a Low Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

    How to invest in DSP Low Duration Fund (G)?

    You can invest in DSP Low Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of DSP Low Duration Fund (G)?

    The minimum sip amount for DSP Low Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is DSP Low Duration Fund (G) good to invest in?

    As per Scripbox experts, DSP Low Duration Fund (G) is a Neutral fund. You can investDSP Low Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the DSP Low Duration Fund (G)?

    The expense ratio of the DSP Low Duration Fund (G) is 0.61% for regular plan.