DSP Short Term Fund - Direct Plan has delivered 37.56% absolute return over the last 5 years.
The average return for Short Duration funds is 36.25% .
This fund ranks #10 in its category based on 5-year returns.
The largest portfolio holding is 694% GOI 11052036 with a portfolio weight of 9.42% .
The fund currently owns more than 65 stocks.
The top 10 holdings account for 40.16% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.15% | 3.96% |
| 2 Year Return | 23.38% | 10.60% |
| 3 Year Return | 33.57% | 18.11% |
| 4 Year Return | 42.98% | 26.83% |
| 5 Year Return | 65.70% | 36.25% |
| 6 Year Return | 80.69% | 46.67% |
| 7 Year Return | 107.84% | 59.31% |
| Expense Ratio | 0.30% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
9.42%
|
||
| 2 |
4.50%
|
||
| 3 | Finance - Banks - Public Sector |
4.25%
|
|
| 4 |
3.86%
|
||
| 5 |
3.80%
|
||
| 6 | Finance & Investments |
3.40%
|
|
| 7 | Finance - Banks - Private Sector |
2.85%
|
|
| 8 | Real Estate Investment Trusts (REIT) |
2.84%
|
|
| 9 | Finance & Investments |
2.80%
|
|
| 10 | Non-Banking Financial Company (NBFC) |
2.44%
|
|
| 11 |
2.24%
|
||
| 12 | Finance - Term Lending Institutions |
2.17%
|
AMC: DSP
Category: Debt • Short Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Shantanu Godambe
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
DSP Short Term Fund - Direct Plan is managed by DSP and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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