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HybridEquity SavingsDirect · Growth

DSP Equity Savings Fund - Direct Plan - Growth

DSP · Scheme 136567

25.23 0.04%NAV · 2026-09-18
59
Decent FundScore
Start SIP
AUM
₹3,464 cr
Expense ratio
1.09%
3Y CAGR
8.9%
Risk level
Moderate
Min SIP
₹100
Benchmark
Nifty Equity Savings Index
Fund manager: Kedar Karnik, Vikram Chopra, Mayur PatelExit load: Nil
Decent · 59/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Protects capital well — worst-ever fall was only 19%.
  • Low volatility (6% a year) — a steady, low-drama ride.
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 2.7%

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe 0.48) — took on risk without enough payoff.
  • 3Y CAGR: +8.9%
  • 5Y CAGR: +8.0%

FundScore breakdown

59/100 · Decent
How it works →
34
Returns
Weak
81
Consistency
Excellent
38
Risk-adjusted
Weak
84
Downside protection
Excellent
71
Cost efficiency
Strong
50
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.