Dsp Equity Savings Fund Overview
Category	Equity Savings Fund
BMSMONEY Rank	5
BMSMONEY Rating
Gro. Opt.	As On:	17-01-2025
NAV	₹20.92_(R)		-0.1%	₹23.35_(D)	-0.09%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	11.63%	8.68%	9.46%	7.74%	-%
LumpSum_(D)	12.6%	9.61%	10.68%	9.08%	-%
SIP_(R)	8.73%	10.96%	10.71%	9.77%	-%
SIP_(D)	9.69%	11.91%	11.79%	10.96%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.56	0.28	0.75	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	4.18%	-3.54%	-2.54%	-	2.89%

Top Equity Savings Fund
Fund Name	Rank	Rating
Kotak Equity Savings Fund	1
Invesco India Equity Savings Fund	2
Edelweiss Equity Savings Fund	3
Sbi Equity Savings Fund	4

NAV Date: 17-01-2025

Scheme Name	NAV	Rupee Change	Percent Change
DSP Equity Savings Fund - Regular Plan - IDCW	12.94	-0.0100	-0.0900%
DSP Equity Savings Fund - Regular Plan - IDCW - Quarterly	13.84	-0.0100	-0.0900%
DSP Equity Savings Fund - Regular Plan - IDCW - Monthly	13.91	-0.0100	-0.0900%
DSP Equity Savings Fund - Direct Plan - IDCW	14.32	-0.0100	-0.0900%
DSP Equity Savings Fund - Direct Plan - IDCW - Quarterly	17.08	-0.0200	-0.0900%
DSP Equity Savings Fund - Direct Plan - IDCW - Monthly	17.23	-0.0200	-0.0900%
DSP Equity Savings Fund - Regular Plan - Growth	20.92	-0.0200	-0.1000%
DSP Equity Savings Fund - Direct Plan - Growth	23.35	-0.0200	-0.0900%

Review Date: 17-01-2025

Dsp Equity Savings Fund has shown good performance in the Equity Savings Fund category. The fund has rank of 5 out of 17 funds in the category. The fund has delivered return of 11.63% in 1 year, 8.68% in 3 years and 9.46% in 5 years. The category average for the same periods is 9.89%, 7.9% and 9.07% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 4.18, VaR of -3.54, Average Drawdown of -1.0, Semi Deviation of 2.89 and Max Drawdown of -2.54. The category average for the same parameters is 4.37, -4.29, -1.54, 3.09 and -3.77 respectively. The fund has low risk in the category.

Key Points:

An investment of ₹10,000 in Dsp Equity Savings Fund direct growth option would have grown to ₹11260.0 in 1 year, ₹13170.0 in 3 years and ₹16613.0 in 5 years as of today (17-01-2025).
An SIP of ₹1,000 per month in Dsp Equity Savings Fund direct growth option would have grown to ₹12622.0 in 1 year, ₹43036.0 in 3 years and ₹80710.0 in 5 years as of today (17-01-2025).
standard deviation of 4.18 and based on VaR one can expect to lose more than -3.54% of current value of fund in one year.
Sharpe ratio of the fund is 0.56 which shows good performance of fund in the equity savings fund category.

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-0.87	-1.40	-4.22 \| 0.24	7 \| 19	Good
3M Return %	-0.44	-0.77	-1.76 \| 0.61	7 \| 19	Good
6M Return %	2.51	1.30	-0.43 \| 3.50	3 \| 19	Very Good
1Y Return %	11.63	9.89	6.67 \| 19.45	5 \| 19	Very Good
3Y Return %	8.68	7.90	5.31 \| 10.35	7 \| 18	Good
5Y Return %	9.46	9.07	5.34 \| 11.18	7 \| 17	Good
7Y Return %	7.74	7.55	2.67 \| 9.40	7 \| 11	Average
1Y SIP Return %	8.73	6.41	3.26 \| 12.99	3 \| 19	Very Good
3Y SIP Return %	10.96	10.13	6.94 \| 12.60	7 \| 18	Good
5Y SIP Return %	10.71	9.87	7.58 \| 11.67	7 \| 17	Good
7Y SIP Return %	9.77	9.10	6.06 \| 10.87	5 \| 11	Good
Standard Deviation	4.18	4.37	2.19 \| 5.83	8 \| 17	Good
Semi Deviation	2.89	3.09	1.57 \| 4.09	6 \| 17	Good
Max Drawdown %	-2.54	-3.77	-7.58 \| -1.16	6 \| 17	Good
VaR 1 Y %	-3.54	-4.29	-6.83 \| -1.73	6 \| 17	Good
Average Drawdown %	-1.00	-1.54	-3.14 \| -0.50	5 \| 17	Very Good
Sharpe Ratio	0.56	0.32	-0.35 \| 0.93	6 \| 17	Good
Sterling Ratio	0.75	0.63	0.33 \| 0.90	4 \| 17	Very Good
Sortino Ratio	0.28	0.16	-0.13 \| 0.45	5 \| 17	Very Good

_{Return data last Updated On :
Jan. 17, 2025.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Dec. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-0.79	-1.32	-4.15 \| 0.32	6 \| 19
3M Return %	-0.23	-0.54	-1.54 \| 0.84	7 \| 19
6M Return %	2.97	1.78	-0.18 \| 3.96	3 \| 19
1Y Return %	12.60	10.93	7.37 \| 20.53	5 \| 19
3Y Return %	9.61	8.97	6.14 \| 11.53	8 \| 18
5Y Return %	10.68	10.17	6.27 \| 12.29	9 \| 17
7Y Return %	9.08	8.63	3.57 \| 10.44	6 \| 11
1Y SIP Return %	9.69	7.43	3.74 \| 14.03	4 \| 19
3Y SIP Return %	11.91	11.20	7.80 \| 14.37	8 \| 18
5Y SIP Return %	11.79	10.94	8.54 \| 12.86	8 \| 17
7Y SIP Return %	10.96	10.14	6.96 \| 11.99	6 \| 11
Standard Deviation	4.18	4.37	2.19 \| 5.83	8 \| 17
Semi Deviation	2.89	3.09	1.57 \| 4.09	6 \| 17
Max Drawdown %	-2.54	-3.77	-7.58 \| -1.16	6 \| 17
VaR 1 Y %	-3.54	-4.29	-6.83 \| -1.73	6 \| 17
Average Drawdown %	-1.00	-1.54	-3.14 \| -0.50	5 \| 17
Sharpe Ratio	0.56	0.32	-0.35 \| 0.93	6 \| 17
Sterling Ratio	0.75	0.63	0.33 \| 0.90	4 \| 17
Sortino Ratio	0.28	0.16	-0.13 \| 0.45	5 \| 17

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.10	₹ 9,990.00	-0.09	₹ 9,991.00
1W	0.02	₹ 10,002.00	0.04	₹ 10,004.00
1M	-0.87	₹ 9,913.00	-0.79	₹ 9,921.00
3M	-0.44	₹ 9,956.00	-0.23	₹ 9,977.00
6M	2.51	₹ 10,251.00	2.97	₹ 10,297.00
1Y	11.63	₹ 11,163.00	12.60	₹ 11,260.00
3Y	8.68	₹ 12,836.00	9.61	₹ 13,170.00
5Y	9.46	₹ 15,713.00	10.68	₹ 16,613.00
7Y	7.74	₹ 16,848.00	9.08	₹ 18,371.00
10Y		₹		₹
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	8.73	₹ 12,560.66	9.69	₹ 12,621.70
3Y	₹ 36000	10.96	₹ 42,442.06	11.91	₹ 43,036.34
5Y	₹ 60000	10.71	₹ 78,570.84	11.79	₹ 80,709.96
7Y	₹ 84000	9.77	₹ 119,004.98	10.96	₹ 124,149.82
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Dsp Equity Savings Fund NAV Regular Growth	Dsp Equity Savings Fund NAV Direct Growth
17-01-2025	20.915	23.346
16-01-2025	20.935	23.368
15-01-2025	20.895	23.322
14-01-2025	20.88	23.306
13-01-2025	20.81	23.227
10-01-2025	20.91	23.336
09-01-2025	20.964	23.396
08-01-2025	21.003	23.439
07-01-2025	21.041	23.48
06-01-2025	21.015	23.451
03-01-2025	21.097	23.541
02-01-2025	21.112	23.558
01-01-2025	21.008	23.44
31-12-2024	20.976	23.404
30-12-2024	20.963	23.39
27-12-2024	20.991	23.419
26-12-2024	20.974	23.399
24-12-2024	20.964	23.387
23-12-2024	20.965	23.388
20-12-2024	20.949	23.368
19-12-2024	21.009	23.434
18-12-2024	21.068	23.5
17-12-2024	21.099	23.533

Fund Launch Date: 08/Mar/2016
Fund Category: Equity Savings Fund
Investment Objective: An Open ended equity Scheme, seeking to generate income through investments in fixed income ecurities and using arbitrage and other derivative Strategies. The Scheme also intends to generate long-term capital appreciation by investing a portion of the scheme's assets in equity and equity related instruments.
Fund Description: An open ended scheme investing in equity, arbitrage and debt
Fund Benchmark: 30% Nifty 500 Total Return Index + 70% CRISIL Liquid Fund Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Dsp Equity Savings Fund

Dsp Equity Savings Fund NAV

Dsp Equity Savings Fund Review

Dsp Equity Savings Fund Performance Comparison with Peers (Regular Plan Chart)

Dsp Equity Savings Fund Review Dashboard (Regular Plan)

Dsp Equity Savings Fund Review Dashboard (Direct Plan)

Dsp Equity Savings Fund Lumpsum Returns and Investment Value

Dsp Equity Savings Fund SIP Return and Investment Value

Dsp Equity Savings Fund NAV History

Dsp Equity Savings Fund Information