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  • DSP Short Term Fund (Growth)

Formerly DSP BlackRock S/T Reg Gr

DSP Mutual Funds

DSP Short Term Fund (Growth)

DebtShort Term

43.1308

NAV (Jul 19)

5%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in short term mutual funds.

Short term 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.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

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

Neutral

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

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

43.1308

NAV (Jul 19)

Fund Returns

Last 1Y
6.7%
Last 3Y
5%
Last 5Y
5.9%
Last 10Y
6.9%
Since Inception
6.9%
6 Month CAGR
3.7%

Scheme Information

Investment Objective

An Open ended income Scheme,seeking 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
0.96
Launched (22y ago)
Sep 09, 2002
AUM in Crores
2806.327
ISIN
INF740K01656
Lock-in
No Lock-in
Benchmark
CRISIL Short Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.1
Standard Deviation (5yr)
1.5
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.729
Sharpe Ratio (5yr)
0.51
YTM
7.64
Fund Managers

Sandeep Yadav

Fund Manager

Laukik Bagwe

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 Short Term Fund (Growth)70%8,46,471 1,13,8596%
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 2024-07-19

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,612 cr

₹ 5,017 cr

₹ 47,907 cr

₹ 14,537 cr

₹ 15,157 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 157,201 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,115 debt and 19 hybrid funds.amc-img
phone-img022-66578000
Fund NameScripbox Opinion
Till Date CAGR

21.9%

16%

19.7%

15.4%

19.7%

15.4%

38.2%

19.2%

8.1%

8.8%

DSP Short Term Fund (G) Review

DSP Short Term Fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.9% over a period of 21 years. The fund was previously known as DSP BlackRock S/T Reg Gr. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Laukik Bagwe, Sandeep Yadav.

Nav of DSP Short Term Fund (G) as of 7/19/2024 is ₹43.13 with the total AUM as of 7/21/2024 is ₹2806.327. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Short Term Fund (G) was launched on Sep 09, 2002. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for DSP Short Term 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 Short Term 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 CRISIL Short Duration Debt TR INR.

DSP Short Term Fund (G) is rated as a 3 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Short Term Fund (G).

Frequently Asked Questions

What is DSP Short Term Fund (G)?

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

How to invest in DSP Short Term Fund (G)?

You can invest in DSP Short Term 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 Short Term Fund (G)?

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

Is DSP Short Term Fund (G) good to invest in?

As per Scripbox experts, DSP Short Term Fund (G) is a Neutral fund. You can investDSP Short Term 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 Short Term Fund (G)?

The expense ratio of the DSP Short Term Fund (G) is 0.96% for regular plan.