HybridEquity SavingsDirect · Growth
DSP Equity Savings Fund - Direct Plan - Growth
DSP · Scheme 136567
₹25.38▼ 0.30%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
8.9%
Risk level
Moderate
Min SIP
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Benchmark
Nifty Equity Savings Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.26% |
| 3 Months | +2.16% |
| 6 Months | +1.43% |
| 1 Year | +3.69% |
| 3 Years (CAGR) | +8.92% |
| 5 Years (CAGR) | +8.28% |
| 10 Years (CAGR) | +8.93% |
| Since Launch | +9.37% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns32
Consistency82
Risk-adjusted38
Downside protection84
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.7%
- ✓ Volatility: 6% annualised
- ✓ Max drawdown: -19%
- ✓ Direct plan: no distributor commission
What to watch
- • 5Y CAGR: +8.3%
- • 1Y return: +3.7%
- • Sharpe ratio: 0.49
- • Sortino ratio: 0.55
Risk metrics
Sharpe ratio
0.49
Sortino ratio
0.55
Volatility
5.69%
Max drawdown
-18.89%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.