DSP Ultra Short Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Ultra Short Duration funds is 8.13% .
The largest portfolio holding is CANARA BANK with a portfolio weight of 4.66% .
The fund currently owns more than 102 stocks.
The top 10 holdings account for 24.63% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.90% | 4.92% |
| 2 Year Return | 24.06% | 9.35% |
| 3 Year Return | 35.60% | 4.58% |
| 4 Year Return | 43.37% | 5.86% |
| 5 Year Return | 58.92% | 8.13% |
| 6 Year Return | 73.96% | 13.28% |
| 7 Year Return | 95.13% | 52.68% |
| Expense Ratio | 0.25% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Public Sector |
4.66%
|
|
| 2 |
2.72%
|
||
| 3 | Finance - Banks - Private Sector |
2.62%
|
|
| 4 | Finance - Banks - Private Sector |
2.60%
|
|
| 5 | Finance - Banks - Private Sector |
2.10%
|
|
| 6 | Finance - Banks - Public Sector |
2.08%
|
|
| 7 | Finance - Banks - Private Sector |
2.07%
|
|
| 8 | Finance - Banks - Private Sector |
2.07%
|
|
| 9 |
1.86%
|
||
| 10 | Finance - Housing |
1.85%
|
|
| 11 |
1.74%
|
||
| 12 | Finance - Banks - Public Sector |
1.73%
|
AMC: DSP
Category: Debt • Ultra Short Duration
Launch Date: 01 Jan 2013
Fund Manager: Ms. Shalini Vasanta
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
DSP Ultra 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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