DSP Equity Savings Fund(M-IDCW)-Direct Plan

15.38 0.01 (0.08%) NAV as on 16-Sep-21
Fund Family:DSP Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return6.1511.4025.5910.839.7910.80
Category Avg4.898.3920.788.919.798.78
Category Best4.245.116.6112.169.989.88
Category Worst0.35-0.99-2.933.465.390.12

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20214.55NANA5.25
202011.606.068.72-14.97
20191.450.503.133.54
2018-0.14-0.421.63-0.90
20171.983.833.946.46
20162.876.54-1.74NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20209.43192416.67
20198.8611247.66
20180.141921-3.38
201717.1841635.91
20168.435153.84

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mahindra Manulife Equity Savings Dhan Sanchay Yojana-Reg(G)15.5108-Feb-1727.612.05-9.96
Principal Equity Savings Fund(G)49.4723-May-0227.3311.7110.018.62
Axis Equity Saver Fund-Reg(G)16.9714-Aug-1525.5210.619.999.06
Edelweiss Equity Savings Fund-Reg(G)18.3713-Oct-1419.510.549.719.17
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]6.6008
Semi Standard Deviation [%]0.0632
Beta [%]-0.2467
Sharp Ratio [%]1.2008
R-Square [%]-0.0652
Expense Ratio [%]0.8300
AVG Ratio [%]0.0089
Other Ratios
Jenson Ratio [%]0.0843
Treynor Ratio [%]-0.3436
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0893
SORTINO Ratio [%]-0.0326

Return Calculator

MARKET STATS As on 16/09/2021 As on 16/09/2021

17629.50 (0.63) 59141.16 (0.71)

TOP GAINERS

Company Price Change Gain (%)
Vodafone Idea11.252.3025.70
Easy Trip Planners648.45106.1019.56

TOP LOSERS

Company Price Change Loss (%)
APL Apollo Tubes956.15-902.95-48.57
TPL Plastech192.15-146.35-43.23

Portfolio Comparison

MUTUAL FUND ACTIVITY