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  • DSP Low Duration Fund (RIDCW-W)

Formerly DSP BlackRock Low Duration Reg Wk DR

DSP Mutual Funds

DSP Low Duration Fund (RIDCW-W)

DebtLow Duration

10.1408

NAV (Jun 12)

5.2%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Satisfactory

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

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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

10.1408

NAV (Jun 12)

Fund Returns

Last 1Y
6.9%
Last 3Y
5.4%
Last 5Y
6.3%
Last 10Y
NA
Since Inception
6.8%
6 Month CAGR
3.7%

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
0.63
Launched (9y ago)
Mar 10, 2015
AUM in Crores
4315.801
ISIN
INF740KA1OQ4
Lock-in
No Lock-in
Benchmark
NIFTY Low Duration Debt Idx A-I TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0.6
Standard Deviation (5yr)
0.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.953
Sharpe Ratio (5yr)
-0.035
YTM
7.66
Fund Managers

Laukik Bagwe

Fund Manager

Sandeep Yadav

Fund Manager

Shalini Vasanta

Fund Manager

Karan Mundra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Low Duration Fund (RIDCW-W)70%8,36,128 1,03,5165.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-12

Top Debt Holdings

canara bank

3.3%
3.3%

small industries development bank of india

3.1%
3.1%

treps / reverse repo investments

3%
3%

icici securities limited

2.7%
2.7%

7.37% govt stock 2028

2.5%
2.5%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 156,021 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,114 debt and 19 hybrid funds.amc-img
phone-img022-66578000
Fund NameScripbox Opinion
Till Date CAGR

20%

15.7%

17.9%

15.1%

17.9%

15.1%

36.5%

18.9%

7.5%

8.7%

DSP Low Duration Fund (RIDCW-W) Review

DSP Low Duration Fund (RIDCW-W) is a Low Duration Debt fund and has delivered an annualised return of 5.1% over a period of 9 years. The fund was previously known as DSP BlackRock Low Duration Reg Wk DR. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Karan Mundra, Laukik Bagwe, Sandeep Yadav, Shalini Vasanta.

Nav of DSP Low Duration Fund (RIDCW-W) as of 6/12/2024 is ₹10.14 with the total AUM as of 6/13/2024 is ₹4315.801. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Low Duration Fund (RIDCW-W) 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 (RIDCW-W) is ₹0 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 (RIDCW-W) 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 Idx A-I TR INR.

DSP Low Duration Fund (RIDCW-W) is rated as a 3 fund in Debt and delivered 6.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Low Duration Fund (RIDCW-W).

Frequently Asked Questions

What is DSP Low Duration Fund (RIDCW-W)?

DSP Low Duration Fund (RIDCW-W) 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 (RIDCW-W)?

You can invest in DSP Low Duration Fund (RIDCW-W) 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 (RIDCW-W)?

The minimum sip amount for DSP Low Duration Fund (RIDCW-W) is ₹0. You can invest in multiples of ₹5000.

Is DSP Low Duration Fund (RIDCW-W) good to invest in?

As per Scripbox experts, DSP Low Duration Fund (RIDCW-W) is a Neutral fund. You can investDSP Low Duration Fund (RIDCW-W) 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 (RIDCW-W)?

The expense ratio of the DSP Low Duration Fund (RIDCW-W) is 0.63% for regular plan.