DSP Short Term Direct Plan Growth

Debt
Short Duration
Low to Moderate Risk
5.60%
3Y annualised
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹41.79
Min. SIP amount₹500
Rating3
Fund size₹2,734.84Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.9%5.6%6.7%7.8%
Category average4.4%5.7%5.8%NA
Rank with in category181814NA
Understand terms

Holdings (49)

NameSectorInstrumentAssets
GOISovereignGOI Sec12.0%
Housing Development Finance Corporation Ltd.FinancialDebenture3.8%
Housing Development Finance Corporation Ltd.FinancialDebenture3.7%
National Bank For Agriculture & Rural Development
FinancialNCD3.7%
GOI
SovereignGOI Sec3.5%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture3.4%
National Bank For Agriculture & Rural Development
FinancialDebenture3.0%
REC Ltd.FinancialDebenture2.9%
Bajaj Finance Ltd.FinancialDebenture2.8%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture2.8%
See All

Pros and cons

Category: Debt Short Duration

Pros

Cons

5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher alpha: 4.38 The fund has generated returns higher than benchmark - CRISIL Short Duration Fund AII Index - in the last 3Y
Exit load is zero
Lower expense ratio: 0.3%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Expense ratio, exit load and tax

Expense ratio: 0.30%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Laukik Bagwe
Jul 2016 - Present
View details

Education
Mr. Bagwe is a B.Com (H) and PGDBA (Finance)
Experience
Prior to joining DSP Mutual Fund he has worked with Derivium Capital and Securities Pvt. Ltd. and with Birla Sun Life Securities Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
NATRAJ, Office No. 302-3rd Floor-Plot No. 194, MV Road JunctionWestern Express Highway,Andheri East Mumbai 400069
Phone
022-66178000
Launch Date
16 Dec 1996
E-mail
NA
Website
NA
DSP Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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