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  • DSP Low Duration Fund (G)
DSP Mutual Funds

DSP Low Duration Fund (G)

DebtLow Duration

18.824

NAV (Oct 15)

5.901%
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 ->

Good

The performance of the fund on a Consistency of Credit Quality metric has been Good

Fund Size

Satisfactory

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

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

18.824

NAV (Oct 15)

Fund Returns

Last 1Y
7.4%
Last 3Y
5.9%
Last 5Y
5.7%
Last 10Y
NA
Since Inception
6.8%
6 Month CAGR
3.8%

Scheme Information

Investment Objective

The scheme seeks to generate returns commensurate with risk from a portfolio constituted of money market securities and/or debt securities.

Expense Ratio
0.62
Launched (0y ago)
0.62
AUM in Crores
5166.4
ISIN
INF740K018P2
Lock-in
-
Benchmark
NIFTY Low Duration Debt Index A-I
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
0.6
Beta
1.4
Sharpe Ratio
-0.1
YTM
7.61
Fund Managers

Karan Mundhra

Fund Manager

Shalini Vasanta

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 (G)70%8,40,576 1,07,9645.7%
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 2024-03-12

Top Debt Holdings

Power Finance Corporation Ltd.

3.3%
3.29%

GOI

2.8%
2.78%

Small Industries Devp. Bank of India Ltd.

2.6%
2.57%

ICICI Securities Ltd.

2.5%
2.46%

GOI

2.4%
2.44%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
edelweiss
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,523 cr

₹ 8,029 cr

₹ 10,307 cr

₹ 14,839 cr

₹ 4,610 cr

amc-img

About the AMC

DSP Mutual Fund

amc-img
phone-img1800-208-4499 / 1800-200-4499
Fund NameScripbox Opinion
Till Date CAGR

18.9%

16.1%

6.3%

3.7%

32.8%

19%

20.8%

27.3%

8.4%

8.8%

DSP Low Duration Fund (G) Review

DSP Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 6.805% over a period of 9 years. The fund is managed by DSP Mutual Fund. The fund managers are Karan Mundhra, Shalini Vasanta.

Nav of DSP Low Duration Fund (G) as of 10/15/2024 is ₹18.82 with the total AUM as of 10/16/2024 is ₹5166.4074. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Low Duration Fund (G) was launched on 2015-03-10. The category risk of the fund is Average.

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 A-I.

It is rated as a 3 fund in Debt and delivered 7.411% 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)?

It 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, it is a 3 fund. You can invest in it 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 0.62% for regular plan.

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

Today's DSP Low Duration Fund (G) NAV is ₹18.82.