EquityFocused FundDirect · Growth
DSP Focused Fund - Direct Plan - Growth
DSP · Scheme 119096
₹63.31▼ 0.29%NAV · 2026-09-18
Average FundScore
AUM
₹2,642 cr
Expense ratio
1.09%
3Y CAGR
15.6%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Jay Kothari, Harish ZaveriExit load: Exit load of 1%, if redeemed within 1 month.
Average · 55/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Compounding well recently — 15.6% CAGR over 3 years.
- ✓3Y CAGR: +15.6%
- ✓Positive 3Y windows: 98% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 5.9%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.47) — took on risk without enough payoff.
- •5Y CAGR vs category: -0.9% vs category avg
- •10Y CAGR vs category: -1.1% vs category avg
FundScore breakdown
55/100 · Average
Returns
Average
Consistency
Decent
Risk-adjusted
Average
Downside protection
Average
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.